Cliff Berry, Inc.'s EIN is 65-0511114.
Download the official 2024 Form 5500 (PDF) for Cliff Berry, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cliff Berry, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN LP | — | NASHVILLE, TN | INVESTMENT ADVISOR | $14K | — |
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.
| % of plan | |||
|---|---|---|---|
| AB US LARGE CAP GR CIT W SER GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | $506K | 5.7% |
| AB US SMALL & MID CAP VAL W SER GREAT GRAY · EIN 38-4116868 / PN 532 | Common Collective Trust | $109K | 1.2% |
| PGIM TOTAL RETURN BOND FUND CIT CL GREAT GRAY · EIN 38-4097323 / PN 471 | Common Collective Trust | $48K | 0.5% |
| AB US SMALL & MID CAP GR W SER GREAT GRAY · EIN 38-4116871 / PN 536 | Common Collective Trust | $14K | 0.2% |
