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Form 5500 · Retirement plan · NEW YORK, NY

CLOUDREACH, INC.

The filing calls this plan CLOUDREACH INC. 401(K) PLAN.

CLOUDREACH, INC. of NEW YORK, NY's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 46-5416414 · plan 001 · plan year 2024, filed Oct 13, 2025

Participants at the start of the year
401
Contracts on file
1
Contract value
$457,141
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK.

The contracts held $457,141 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORKAnnuity / GIC341December$457,141$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
CLOUDREACH, INC.
EIN 46-5416414
CETERA ADVISORS LLC/MARC B LEVY
SERVICE PROVIDER · EIN 84-0858799
$49,300
paid directly by the plan
LINCOLN NATIONAL CORPORATION
Contract administrator · EIN 35-1140070
$32,959
paid directly by the plan
ABAR RETIREMENT PLAN SERVICES
Recordkeeping and information management · EIN 46-5416414
$19,125
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$12,641,452
Paid out in benefits
$2,206,244
Participants at the start of the year
401
Participants with account balances
341

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

RecordkeeperEIN 46-5416414
ABAR RETIREMENT PLAN SERVICES
Independent accountantEIN 27-1728945
PKF O'CONNOR DAVIES, LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified
Audit fee
$18,250

The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.

The filing reports that employee contributions were not forwarded to the plan on time (line 4a).

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