Plan Ledger DOL Form 5500 · updated monthly

Cleo Communications Holding, LLC401(k)

CLEO COMMUNICATIONS HOLDING, LLC 401(K) PLAN · ROCKFORD, IL · plan year 2024

Reported admin expense ratio · 2024
0.34%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Cleo Communications Holding, LLC reported $94,780 in plan administrative expenses for 2024: 0.34% of average plan assets, above the peer median. Employer contributions averaged $2,517 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio has held roughly steady near 0.34%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,303rd-largest of 3,702 plans among Illinois employers on file, and the 4,117th of 11,654 in professional & technical services. In 2024, employees put in $3.62 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$30,467,059
Participants with balances297
Active participants267
Employer contributions$672,085
Employee contributions$2,431,944
Employer contribution per active participant$2,517
Average account balance$102,583
Benefits paid to participants$2,599,942
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$30.5M · 297 accts · $672K emplr
2023$25.8M · 272 accts · $607K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$36,288
Total administrative$94,780
The Cleo Communications Holding, LLC 401(k) match · 2024
Employer contribution per active participant$2,517
Median for plans this size$2,416
2024$2,517 per active participant
2023$2,468 per active participant

Cleo Communications Holding, LLC's 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
MORGAN STANLEY SMITH BARNEY LLC · Investment advisory (participants)$58,492
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$36,289

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2024$94,780 · 0.34%
2023$76,643 · 0.33%
Same employer
Similar plansProfessional & Technical Services · Illinois
Affinitiv, Inc. IL$31.1M · 0.31%
Ig US Holdings, Inc. IL$31.1M · 0.45%
Wiedner & McAuliffe, LTD. IL$30.7M · 0.30%
Wi-Tronix, LLC IL$30.4M · 0.11%
G. H. Smart & Company, LLC IL$29.7M · 0.17%
Ipc International, Inc. IL$29.6M · 0.50%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 454983187 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.