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Original filing (PDF)20251013091014NAL0001012097001

CLOUDREACH, INC.

Form 5500
FILING_RECEIVED
CLOUDREACH INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
100% in single holding~95 bps in Sched C fees
Active participants
79
Accounts w/ balance
341
Plan assets (EOY)
$12.6M
Net assets (EOY)
$12.6M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
  • Top holding "[DFE: LINCOLN NEW YORK SEPARATE ACCOUNT 401 FOR GROUP ANNUITY CONTRACTS (extraction pending)]" is 100% of plan.
  • 95 bps in Schedule C fees — 226% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLOUDREACH, INC..
Plan sponsor
Name
CLOUDREACH, INC.
EIN
46-5416414
Address
1230 6TH AVE. · 19TH FLOOR, SUITE 1906 · NEW YORK, NY · 10020
Phone
(212) 335-0700
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES, LLP
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

4 rows
TPA / Administrator
1
NameEINLocationRelationDirect compIndirect comp
ABAR RETIREMENT PLAN SERVICES46-5416414WHIPPANY, NJTPA$19K—
Accountant / Auditor
1
NameEINLocationRelationDirect compIndirect comp
PKF OCONNOR DAVIES LLP—DEPTFORD, NJACCOUNTING$18K—
Other
2
NameEINLocationRelationDirect compIndirect comp
CETERA ADVISORS LLC/MARC B LEVY84-0858799EL SEGUNDO, CASERVICE PROVIDER$49K—
LINCOLN NATIONAL CORPORATION35-1140070FORT WAYNE, INSERVICE PROVIDER$33K—

Investments

1 pooled fund· $12.1M(96% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

PIInvestmentTypeShares / unitsCostCurrent value% of plan
LINCOLN NEW YORK SEPARATE ACCT 401
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK · EIN 22-0832760 / PN 401
Pooled Separate Account
——$12.1M95.6%

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