Cloudhq LLC's EIN is 81-1726002.
Download the official 2024 Form 5500 (PDF) for Cloudhq LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cloudhq LLC's plan includes a default investment (QDIA), profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR | 36-3297908 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSITION FINANCE STRATEGIES LLC | — | CHARLOTTESVILLE, VA | THIRD PARTY ADMIN | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.1M | 13.1% | |
| MyCompass Amer Fds 2050 Fd R | Other securities | — | — | $1.9M | 12.0% | |
| Vangrd Growth Index Fund Adm | Common Collective Trusts | — | — | $1.9M | 11.9% | |
| MyCompass Amer Fds 2040 Fd R | Other securities | — | — | $1.3M | 7.9% | |
| MyCompass Amer Fds 2030 Fd R | Other securities | — | — | $1.2M | 7.3% | |
| MyCompass Amer Fds 2025 Fd R | Other securities | — | — | $1.0M | 6.5% | |
| MyCompass Amer Fds 2055 Fd R | Other securities | — | — | $993K | 6.2% | |
| MyCompass Amer Fds 2045 Fd R | Other securities | — | — | $922K | 5.7% | |
| MyCompass Amer Fds 2035 Fd R | Other securities | — | — | $760K | 4.7% | |
| Fidelity Mid Cap Idx Fd | Common Collective Trusts | — | — | $684K | 4.3% | |
| Fidelity US Sustain Index Inst | Mutual Funds | — | — | $598K | 3.7% | |
| Vangrd High-Yd Corp Fnd Adm | Common Stocks | — | — | $519K | 3.2% | |
| Fidelity Sm Cp Ind Fd | Mutual Funds | — | — | $505K | 3.1% | |
| Vangrd Intl Grw Fnd Adm | Other securities | — | — | $376K | 2.3% | |
| Vangrd Explorer Fund Adm | Other securities | — | — | $170K | 1.1% | |
| Participant loans | Participant loans | — | — | $164K | 1.0% | |
| Fidelity Intl Index Fnd | Mutual Funds | — | — | $157K | 1.0% | |
| MyCompass Amer Fds 2060 Fd R | Other securities | — | — | $152K | 0.9% | |
| Vangrd Em Mkts Stk Ind Fd Adm | Other securities | — | — | $150K | 0.9% | |
| Vangrd Equity Income Fund Adm | Other securities | — | — | $112K | 0.7% | |
| MyCompass Amer Fds 2065 Fd R | Other securities | — | — | $106K | 0.7% | |
| DFA Real Estate Secs Port Ins | Mutual Funds | — | — | $99K | 0.6% | |
| Vangrd Tot Bd Mkt Ind Fd Adm | Other securities | — | — | $65K | 0.4% | |
| Voya Fixed Account (4450) | Other securities | — | — | $37K | 0.2% | |
| Neuberg Berm MdCp Grw Fnd R6 | Other securities | — | — | $24K | 0.1% | |
| John Hanck Income F R6 | Other securities | — | — | $19K | 0.1% | |
| DFA US Targeted Vl Port Ins | Mutual Funds | — | — | $16K | 0.1% | |
| American Funds Nw Prspctv R6 | Mutual Funds | — | — | $6K | <0.1% | |
| MyCompass Amer Fds 2020 Fd R | Other securities | — | — | $3K | <0.1% | |
| Voya Gv Mny Mkt F A (Hld Acct) | Other securities | — | — | $241 | <0.1% | |
| American Funds Am Balanced R6 | Mutual Funds | — | — | $48 | <0.1% | |
| Vangrd Selected Value Fund Inv | Other securities | — | — | $12 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
