Cleco Power Llc 401(k) Savings & Investment Plan
Sponsored by Cleco Power Llc · EIN 720244480 · Plan #003
- Total assets
- $476M
- Net assets
- $476M
- Active participants
- 1,145
- With balances
- 1,554
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Advisory Group Llc | Investment management, Direct payment from the plan | $359,750 |
| Empower Annuity Insurance Company O | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $78,127 |
| Qdro Consultants Company Llc | Direct payment from the plan | $600 |
| Charles Schwab & Co, Inc. | Investment advisory (participants) | $530 |
| Empower Annuity Ins Co Trp Blue Ch | Investment management fees (indirect) | $0 |
| William Blair Small Mid Cap Gr I | Investment management fees (indirect) | $0 |
| Blackrock Russell 2500 Index | Investment management fees (indirect) | $0 |
| Blackrock Equity Index Nl M | Investment management fees (indirect) | $0 |
| T. Rowe Price Retirement 2060 Trust | Investment management fees (indirect) | $0 |
| Blackrock Us Debt Index Nl W | Investment management fees (indirect) | $0 |
| T. Rowe Price Retirement 2020 Trust | Investment management fees (indirect) | $0 |
| T. Rowe Price Retirement 2015 Trust | Investment management fees (indirect) | $0 |
| Blackrock Msci Acwi Ex Us Imi Index | Investment management fees (indirect) | $0 |
| Dfa Us Targeted Value I | Investment management fees (indirect) | $0 |
| T. Rowe Price Retirement 2050 Trust | Investment management fees (indirect) | $0 |
| T. Rowe Price Retirement 2055 Trust | Investment management fees (indirect) | $0 |
| T. Rowe Price Retirement 2025 Trust | Investment management fees (indirect) | $0 |
| Mfs International Equity Cit Cl 3 B | Investment management fees (indirect) | $0 |
| T. Rowe Price Retirement 2040 Trust | Investment management fees (indirect) | $0 |
| Invesco Stable Value Trust Ci B1 | Investment management fees (indirect) | $0 |
| T. Rowe Price Retirement 2030 Trust | Investment management fees (indirect) | $0 |
| T. Rowe Price Retirement 2045 Trust | Investment management fees (indirect) | $0 |
| T. Rowe Price Retirement 2035 Trust | Investment management fees (indirect) | $0 |