Cleverbridge, Inc. 401(k) Plan: Login, Facts & Contact Information

Cleverbridge, Inc. 401(k) Plan Facts

Plan name
CLEVERBRIDGE, INC. 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CLEVERBRIDGE, INC.
Participants
106 (58 active employees)
Former employees with a balance
36
Plan assets
$7,735,267 at Dec 31, 2024
Average account balance
$83,175 across 93 accounts
Employer contributions
$286,350 in plan year 2024 (29% of all contributions)
Recordkeeper
Principal Life Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2008
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Mar 28, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $995,044 went into the plan in contributions, $286,350 of it from the employer (29%).
  • $1.44 million was paid out to participants.
  • Investment and other income added $933,845.
  • Administrative expenses were $32,921, about $354 per account.

How the Cleverbridge, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019134$4.53 million$283,459$1.10 million
2020106$6.01 million$261,039$167,760
2021115$7.58 million$287,686$557,081
2022124$6.04 million$310,797$1.20 million
2023138$7.28 million$285,976$950,186
2024106$7.74 million$286,350$1.44 million

Cleverbridge, Inc. 401(k) Contact Information

Phone
312-922-8693
Mailing address
350 N CLARK SUITE 700, CHICAGO IL 606544782
Plan sponsor
CLEVERBRIDGE, INC.
Employer identification number (EIN)
20-4503251
Plan number
001

Questions about the Cleverbridge, Inc. 401(k)

Does Cleverbridge, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $286,350, 29% of all contributions.

Does the Cleverbridge, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Cleverbridge, Inc 401(k) plan?

106 participants at the start of plan year 2024, 58 of them active employees, and 36 former employees who still had money in the plan.

What is the average 401(k) balance at Cleverbridge, Inc?

About $83,175 per account: $7.74 million in plan assets across 93 accounts with a balance at the end of plan year 2024.

Who manages the Cleverbridge, Inc 401(k) accounts?

Principal (listed on the filing as PRINCIPAL LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Cleverbridge, Inc. How do I access my 401(k)?

Your account stays with Principal after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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