Clevertech Partners Llc 401(k) Plan: Login, Facts & Contact Information

Clevertech Partners Llc 401(k) Plan Facts

Plan name
CLEVERTECH PARTNERS 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CLEVERTECH PARTNERS LLC
Participants
60 (47 active employees)
Plan assets
$1,460,412 at Dec 31, 2024
Average account balance
$21,477 across 68 accounts
Employer contributions
$193,490 in plan year 2024 (26% of all contributions)
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2019
✓ 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-SF for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Apr 21, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $750,916 went into the plan in contributions, $193,490 of it from the employer (26%).
  • $182,834 was paid out to participants.
  • Investment and other income added $159,175.

How the Clevertech Partners Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20190$422$0$0
20209$21,453$0$0
202113$63,912$0$259
202228$202,861$71,837$16,782
202347$734,642$136,988$20,976
202460$1.46 million$193,490$182,834

Clevertech Partners Llc 401(k) Contact Information

Phone
516-200-3430
Mailing address
600 MAMARONECK AVENUE SUITE 400, HARRISON NY 10528
Plan sponsor
CLEVERTECH PARTNERS LLC
Plan administrator
GUIDELINE RK, LLC
Employer identification number (EIN)
81-0912892
Plan number
001

Questions about the Clevertech Partners Llc 401(k)

Does Clevertech Partners Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $193,490, 26% of all contributions.

Does the Clevertech Partners Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Clevertech Partners Llc 401(k) plan?

60 participants at the start of plan year 2024, 47 of them active employees.

What is the average 401(k) balance at Clevertech Partners Llc?

About $21,477 per account: $1.46 million in plan assets across 68 accounts with a balance at the end of plan year 2024.

Who manages the Clevertech Partners Llc 401(k) accounts?

Guideline is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Clevertech Partners Llc. How do I access my 401(k)?

Your account stays with Guideline 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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