Cleo Communications Holding 401(k) match, vesting and fees
What Cleo Communications Holding's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Cleo Communications Holding: employer contribution per participant | $2,263 | |
| Peer median | $2,521 |
| Cleo Communications Holding: average balance | $102,583 | |
| Peer median | $75,833 |
| Cleo Communications Holding: admin expenses ÷ assets | 0.34% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $25.8M at the end of plan year 2023 to $30.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 332 | $30.5M | $672K | $2,263 | 0.34% | Not published | Form 5500 ↗ |
| 2023 | 315 | $25.8M | $607K | $2,232 | 0.33% | Not published | Form 5500 ↗ |
Common questions
Does Cleo Communications Holding match 401(k) contributions?
The match terms for the Cleo Communications Holding, LLC 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $672K in employer contributions, about $2,263 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Cleo Communications Holding 401(k) match vested?
The vesting schedule for the Cleo Communications Holding, LLC 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Cleo Communications Holding 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Cleo Communications Holding, LLC.
I left Cleo Communications Holding. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Cleo Communications Holding, LLC, (815) 654-8110) or the recordkeeper, Fidelity Investments Institutional. The Cleo Communications Holding old 401(k) page lists the contacts from every plan filing. Find an old Cleo Communications Holding 401(k)
Data from the public Form 5500 annual reports Cleo Communications Holding filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Cleo Communications Holding. Not financial advice. Report a correction · Methodology