Original filing (PDF)20250924092113NAL0006560385001

CLOVERLAY PARTNERS MANAGEMENT COMPANY, LLC

Name: CLOVERLAY PARTNERS MANAGEMENT COMPANY, LLC — CLOVERLAY 401(K) PLAN, Form 5500 (2024)
Creator: CLOVERLAY PARTNERS MANAGEMENT COMPANY, LLC

Form 5500-SF

FILING_RECEIVED

CLOVERLAY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLOVERLAY PARTNERS MANAGEMENT COMPANY, LLC.

Plan sponsor

Name

CLOVERLAY PARTNERS MANAGEMENT COMPANY, LLC

EIN

47-2254880

Address

161 WASHINGTON STREET · SUITE 1650, EIGHT TOWER BRIDGE · CONSHOHOCKEN, PA · 19428

Phone

(484) 262-5023

Industry

Finance & Insurancesee 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

2025-09-24

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

BRAMSHILL INVESTMENTS, LLC

BRAMSHILL INVESTMENTS, LLC 401(K) PLAN

$4.1M · 29 participants

SMITH INSURANCE SERVICES, INC.

SMITH INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN

$4.1M · 2 participants

OCEAN ROAD ADVISORS INC

OCEAN ROAD ADVISORS INC 401(K) PROFIT SHARING PLAN & TRUST

$4.1M · 9 participants

SANDERSON WEALTH MANAGEMENT, LLC

SANDERSON & COMPANY PROFIT SHARING PLAN

$4.1M · 20 participants

WHITE OAKS WEALTH ADVISORS, INC.