Cliftonlarsonallen Llp 401(K) Retirement Plan — Form 5500 plan (Cliftonlarsonallen Llp)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Cliftonlarsonallen Llp 401(K) Retirement Plan is a benefit plan reported by Cliftonlarsonallen Llp under EIN 41-0746749 and plan number 001. The latest loaded filing year is 2023. The filing reports 10,173 participants and $1,329,301,170 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cliftonlarsonallen Llp
EIN
41-0746749
Plan number
001
Plan type
2
Location
Minneapolis, MN
Latest filing year
2023
Participants
10,173
End-of-year plan assets
$1,329,301,170

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202310,173H, C20241002132906NAL0016677298001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,329,301,170
Total liabilities (EOY)
$0
Net assets (EOY)
$1,329,301,170
Net assets (BOY)
$1,083,384,742

Income & contributions

Employer contributions
$29,688,177
Participant contributions
$82,289,592
Total contributions
$153,240,988
Total income / additions
$341,546,066

Expenses & distributions

Benefits paid
$95,047,716
Administrative expenses
$438,004
Total expenses
$95,629,638
Net increase / (decrease)
$245,916,428

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Ins. Co. Of AmericaNONE$571,139$02023
Qdro ConsultantsNONE$1,500not reported in the loaded dataset2023

Related Form 5500 pages