Original filing (PDF)20251021075328NAL0001767984001

CLOUDHQ LLC

Name: CLOUDHQ LLC — CLOUDHQ EMPLOYEES 401(K) PLAN, Form 5500 (2024)
Creator: CLOUDHQ LLC

Form 5500

FILING_RECEIVED

CLOUDHQ EMPLOYEES 401(K) PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

144

Accounts w/ balance

164

Plan assets (EOY)

$16.1M

Net assets (EOY)

$16.1M

How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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

100

Total plan cost

Vendor stack

Participation health

100

Knocking points off

No recordkeeper disclosed on Schedule C.

Helping the score

No Schedule C compensation disclosed — likely a small plan or unbundled.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLOUDHQ LLC.

Plan sponsor

Name

CLOUDHQ LLC

EIN

81-1726002

Address

1212 NEW YORK AVENUE NW, SUITE 1000 · WASHINGTON, DC · 20005

Phone

(202) 607-2300

Industry

Real Estatesee 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

2025-10-21

Pension benefit codes

2T · Default investment account (QDIA)

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

COHN REZNICK LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORNINGSTAR	36-3297908	—	INVESTMENT ADVISORY	$0	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSITION FINANCE STRATEGIES LLC	—	CHARLOTTESVILLE, VA	THIRD PARTY ADMIN	$0	—

Investments

32 direct securities· $16.1M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Fidelity 500 Index Fund	—	—	—	$2.1M	13.1%
MyCompass Amer Fds 2050 Fd R	—	—	—	$1.9M	12.0%
Vangrd Growth Index Fund Adm	—	—	—	$1.9M	11.9%
MyCompass Amer Fds 2040 Fd R	—	—	—	$1.3M	7.9%
MyCompass Amer Fds 2030 Fd R	—	—	—	$1.2M	7.3%
MyCompass Amer Fds 2025 Fd R	—	—	—	$1.0M	6.5%
MyCompass Amer Fds 2055 Fd R	—	—	—	$993K	6.2%
MyCompass Amer Fds 2045 Fd R	—	—	—	$922K	5.7%
MyCompass Amer Fds 2035 Fd R	—	—	—	$760K	4.7%
Fidelity Mid Cap Idx Fd	—	—	—	$684K	4.3%
Fidelity US Sustain Index Inst	—	—	—	$598K	3.7%
Vangrd High-Yd Corp Fnd Adm	—	—	—	$519K	3.2%
Fidelity Sm Cp Ind Fd	—	—	—	$505K	3.1%
Vangrd Intl Grw Fnd Adm	—	—	—	$376K	2.3%
Vangrd Explorer Fund Adm	—	—	—	$170K	1.1%
Participant loans	—	—	—	$164K	1.0%
Fidelity Intl Index Fnd	—	—	—	$157K	1.0%
MyCompass Amer Fds 2060 Fd R	—	—	—	$152K	0.9%
Vangrd Em Mkts Stk Ind Fd Adm	—	—	—	$150K	0.9%
Vangrd Equity Income Fund Adm	—	—	—	$112K	0.7%
MyCompass Amer Fds 2065 Fd R	—	—	—	$106K	0.7%
DFA Real Estate Secs Port Ins	—	—	—	$99K	0.6%
Vangrd Tot Bd Mkt Ind Fd Adm	—	—	—	$65K	0.4%
Voya Fixed Account (4450)	—	—	—	$37K	0.2%
Neuberg Berm MdCp Grw Fnd R6	—	—	—	$24K	0.1%
John Hanck Income F R6	—	—	—	$19K	0.1%
DFA US Targeted Vl Port Ins	—	—	—	$16K	0.1%
American Funds Nw Prspctv R6	—	—	—	$6K	<0.1%
MyCompass Amer Fds 2020 Fd R	—	—	—	$3K	<0.1%
Voya Gv Mny Mkt F A (Hld Acct)	—	—	—	$241	<0.1%
American Funds Am Balanced R6	—	—	—	$48	<0.1%
Vangrd Selected Value Fund Inv	—	—	—	$12	<0.1%