Cleco Power LLC's EIN is 72-0244480.
Download the official 2024 Form 5500 (PDF) for Cleco Power LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cleco Power LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BLACKROCK EQUITY INDEX NL-M BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.BLACKROCK INSTITUTIONAL TRU · EIN 45-4368878 / PN 001 | Common Collective Trust | — | — | $81.7M | 17.2% | |
| T. ROWE PRICE BLUE CHIP GROWTH EMPOWER ANNUITY INSURANCE COMPANY (TRP BLUE CHIP) · EIN 06-1050034 / PN 001 | Pooled Separate Account | — | — | $67.2M | 14.1% | |
| BLRK MSCI ACWI EX-US IMI INDX NL BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.BLACKROCK INSTITUTIONAL TRU · EIN 27-3359978 / PN 001 | Common Collective Trust | — | — | $34.4M | 7.2% | |
| BLACKROCK US DEBT INDX NL-W BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.BLACKROCK INSTITUTIONAL TRU · EIN 45-3221265 / PN 001 | Common Collective Trust | — | — | $31.2M | 6.6% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $26.6M | 5.6% | |
| INVESCO STABLE VALUE TRUST INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $25.8M | 5.4% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $24.1M | 5.1% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $21.2M | 4.5% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $20.6M | 4.3% | |
| BLACKROCK RUSSELL 2500 INDX NL-M BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.BLACKROCK INSTITUTIONAL TRU · EIN 46-0741542 / PN 001 | Common Collective Trust | — | — | $20.0M | 4.2% | |
| William Blair Small-Mid Cap Gr I Mutual fund | Other securities | — | — | $15.3M | 3.2% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $13.1M | 2.8% | |
| DFA U.S. Targeted Value I Mutual fund | Mutual Funds | — | — | $12.9M | 2.7% | |
| CARILLON REAMS CORE PLUS BOND FOUND RELIANCE TRUST COLLECTIVE INVESTMENT TRUST · EIN 87-3244751 / PN 003 | Common Collective Trust | — | — | $12.6M | 2.6% | |
| Schwab Personal Choice Retirement Account Participant directed brokerage | Self-Directed Brokerage | — | — | $11.8M | 2.5% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $11.1M | 2.3% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $11.0M | 2.3% | |
| MFS INTERNATIONAL EQUITY CIT CL 3B MFS HERITAGE TRUST · EIN 57-1187281 / PN 013 | Common Collective Trust | — | — | $8.8M | 1.8% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $6.9M | 1.5% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $6.7M | 1.4% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $4.7M | 1.0% | |
| 2025 to 2029 $ — | Other securities | — | — | $4.6M | 1.0% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $1.0M | 0.2% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $685K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $78K | — |
| EMPOWER ANNUITY INS CO -TRP BLUE CH | 06-1050034 | GREENWOOD VILLAGE, CO | INVESTMENT FUND | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIAM BLAIR SMALL-MID CAP GR I | 47-2614791 | CHICAGO, IL | INVESTMENT FUND | $0 | — |
| BLACKROCK MSCI ACWI EX-US IMI INDEX | 27-3359978 | WILMINGTON, DE | INVESTMENT FUND | $0 | — |
| BLACKROCK US DEBT INDEX NL-W | 45-3221265 | WILMINGTON, DE | INVESTMENT FUND | $0 | — |
| BLACKROCK EQUITY INDEX NL M | 45-4368878 | WILMINGTON, DE | INVESTMENT FUND | $0 | — |
| BLACKROCK RUSSELL 2500 INDEX | 46-0741542 | WILMINGTON, DE | INVESTMENT FUND | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP LLC | 84-1532243 | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $360K | — |
| CHARLES SCHWAB & CO, INC. | 94-1737782 | PHOENIX, AZ | INVESTMENT ADVISOR | $530 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QDRO CONSULTANTS COMPANY LLC | 34-1820650 | MEDINA, OH | THIRD-PARTY ADMINISTRATOR | $600 | — |
| T. ROWE PRICE RETIREMENT 2030 TRUST | 38-7010946 | BALTIMORE, MD | INVESTMENT FUND | $0 | — |
| T. ROWE PRICE RETIREMENT 2035 TRUST | 36-7595013 | BALTIMORE, MD | INVESTMENT FUND | $0 | — |
| T. ROWE PRICE RETIREMENT 2045 TRUST | 32-6199848 | BALTIMORE, MD | INVESTMENT FUND | $0 | — |
| INVESCO STABLE VALUE TRUST CI B1 | 84-1142974 | ATLANTA, GA | INVESTMENT FUND | $0 | — |
| T. ROWE PRICE RETIREMENT 2040 TRUST | 35-6941729 | BALTIMORE, MD | INVESTMENT FUND | $0 | — |
| MFS INTERNATIONAL EQUITY CIT CL 3B | 57-1187281 | BOSTON, MA | INVESTMENT FUND | $0 | — |
| T. ROWE PRICE RETIREMENT 2025 TRUST | 37-6495447 | BALTIMORE, MD | INVESTMENT FUND | $0 | — |
| T. ROWE PRICE RETIREMENT 2055 TRUST | 35-6941728 | BALTIMORE, MD | INVESTMENT FUND | $0 | — |
| T. ROWE PRICE RETIREMENT 2050 TRUST | 30-6303214 | BALTIMORE, MD | INVESTMENT FUND | $0 | — |
| DFA US TARGETED VALUE I | 36-3129984 | AUSTIN, TX | INVESTMENT FUND | $0 | — |
| T. ROWE PRICE RETIREMENT 2015 TRUST | 35-6941654 | BALTIMORE, MD | INVESTMENT FUND | $0 | — |
| T. ROWE PRICE RETIREMENT 2020 TRUST | 36-7594871 | BALTIMORE, MD | INVESTMENT FUND | $0 | — |
| T. ROWE PRICE RETIREMENT 2060 TRUST | 47-1088316 | BALTIMORE, MD | INVESTMENT FUND | $0 | — |
