Cloudreach Inc. 401(k) Plan
Sponsored by Cloudreach, Inc. · EIN 465416414 · Plan #001
- Total assets
- $12.6M
- Net assets
- $12.6M
- Active participants
- 79
- With balances
- 341
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cetera Advisors Llc/Marc B Levy | Investment advisory (plan) | $49,300 |
| Lincoln National Corporation | Contract administrator | $32,959 |
| Abar Retirement Plan Services | Recordkeeping | $19,125 |
| Pkf Oconnor Davies Llp | Accounting | $18,250 |