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Original filing (PDF)20251014085121NAL0003420896001
CLARO ENTERPRISE SOLUTIONS LLC
Form 5500
FILING_RECEIVED
CLARO ENTERPRISE SOLUTIONS LLC RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
210
Accounts w/ balance
228
Plan assets (EOY)
$31.9M
Net assets (EOY)
$31.9M
How this plan invests
This plan
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (12 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLARO ENTERPRISE SOLUTIONS LLC.
Plan sponsor
Name
CLARO ENTERPRISE SOLUTIONS LLC
EIN
76-0532710
Address
3350 SW 148 AVENUE · SUITE 400 · MIRAMAR, FL · 33027
Phone
(954) 517-7300
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
2025-10-14
Pension benefit codes
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SUTTON FROST CARY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $7K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALPHA CAPITAL MANAGEMENT GROUP | 47-4360318 | — | ADVISOR | $23K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $9K | — |
Investments
22 direct securities· $31.4M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company 500 Index Fund | — | — | — | $4.9M | 15.3% | |
| Fidelity Management Trust Company OTC Portfolio Fund | — | — | — | $4.8M | 14.9% | |
| Fidelity Management Trust Company Contrafund | — | — | — | $3.7M | 11.6% | |
| Fidelity Management Trust Company Freedom 2030 Fund | — | — | — | $3.7M | 11.6% | |
| Fidelity Management Trust Company Dividend Growth Fund | — | — | — | $2.4M | 7.6% | |
| Fidelity Management Trust Company Freedom 2035 Fund | — | — | — | $1.8M | 5.8% | |
| Fidelity Management Trust Company Overseas Fund | — | — | — | $1.8M | 5.8% | |
| Fidelity Management Trust Company Freedom 2045 Fund | — | — | — | $1.1M | 3.6% | |
| Fidelity Management Trust Company Intermediate Bond Fund | — | — | — | $979K | 3.1% | |
| Fidelity Management Trust Company Government Money Market Fund | — | — | — | $963K | 3.0% | |
| Fidelity Management Trust Company Equity Income Fund | — | — | — | $885K | 2.8% | |
| Fidelity Management Trust Company Freedom 2025 Fund | — | — | — | $778K | 2.4% | |
| Fidelity Management Trust Company Freedom 2040 Fund | — | — | — | $723K | 2.3% | |
| Fidelity Management Trust Company Freedom 2050 Fund | — | — | — | $632K | 2.0% | |
| Fidelity Management Trust Company Government Income Fund | — | — | — | $578K | 1.8% | |
| Fidelity Management Trust Company Freedom Income Fund | — | — | — | $452K | 1.4% | |
| Fidelity Management Trust Company Freedom 2055 Fund | — | — | — | $398K | 1.2% | |
| Fidelity Management Trust Company Freedom 2020 Fund | — | — | — | $367K | 1.1% | |
| Fidelity Management Trust Company Freedom 2010 Fund | — | — | — | $163K | 0.5% | |
| Fidelity Management Trust Company Freedom 2060 Fund | — | — | — | $109K | 0.3% | |
| Fidelity Management Trust Company Freedom 2015 Fund | — | — | — | $72K | 0.2% | |
| Fidelity Management Trust Company Freedom 2065 Fund | — | — | — | $5K | <0.1% |
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