Johnny Anderson signed CLEO Labs, Inc. (DBA CLEO)'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CLEO Labs, Inc. (DBA CLEO)'s EIN is 81-1067638.
Download the official 2024 Form 5500 (PDF) for CLEO Labs, Inc. (DBA CLEO) from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CLEO Labs, Inc. (DBA CLEO)'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$1K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2055 Fund | Mutual Funds | — | — | $1.1M | 24.4% | |
| Fidelity Freedom Index 2050 Fund | Mutual Funds | — | — | $901K | 19.5% | |
| Fidelity Freedom Index 2045 Fund | Mutual Funds | — | — | $738K | 16.0% | |
| Fidelity Freedom Index 2060 Fund | Mutual Funds | — | — | $580K | 12.6% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $291K | 6.3% | |
| Fidelity Large Cap Growth Index Fund | Common Collective Trusts | — | — | $137K | 3.0% | |
| Fidelity Freedom Index 2035 Fund | Mutual Funds | — | — | $95K | 2.1% | |
| Putnam Large Cap Value Fund Class R6 | Mutual Funds | — | — | $94K | 2.0% | |
| Fidelity Freedom Index 2040 Fund | Mutual Funds | — | — | $79K | 1.7% | |
| BlackRock Mid-Cap Growth Equity K | Other securities | — | — | $74K | 1.6% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $55K | 1.2% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $52K | 1.1% | |
| Fidelity Total Market Index Fund | Common Collective Trusts | — | — | $47K | 1.0% | |
| Fidelity Emerging Markets Index Fund | Common Collective Trusts | — | — | $44K | 0.9% | |
| MFS International Equity Fund Class R6 | Mutual Funds | — | — | $43K | 0.9% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $40K | 0.9% | |
| American Funds Bond Fund of Amer R6 | Mutual Funds | — | — | $38K | 0.8% | |
| Fidelity Freedom Index 2065 Fund | Mutual Funds | — | — | $32K | 0.7% | |
| Buffalo Small Cap Institutional Fund | Other securities | — | — | $22K | 0.5% | |
| Fidelity Freedom Index 2030 Fund | Mutual Funds | — | — | $19K | 0.4% | |
| American Funds New World Fund Class R6 | Mutual Funds | — | — | $19K | 0.4% | |
| Fidelity Freedom Index 2025 Fund | Mutual Funds | — | — | $17K | 0.4% | |
| PGIM High Yield Fund Class R6 | Other securities | — | — | $17K | 0.4% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $16K | 0.4% | |
| PIMCO RAE US Small Institutional Fund | Mutual Funds | — | — | $13K | 0.3% | |
| The Gabelli U.S. Treasury Money Market Fund | Cash / Money Market | — | — | $11K | 0.2% | |
| Cohen & Steers Institutional Realty Shares | Other securities | — | — | $9K | 0.2% | |
| Principal MidCap Value I R6 ** 90 Participant loans receivable - 2 loans outstanding with an interest * rate of 9.50% - | Bonds / Notes | — | — | $6K | 0.1% | |
| Fidelity InflationProtected Bond Index Fund | Common Collective Trusts | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
