Department of Labor filing

CLIFTONLARSONALLEN LLP

CLIFTONLARSONALLEN LLP 401(K) RETIREMENT PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Aug 1, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

61filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$3,494

Reported employer contributions per active participant.

Higher than about 61% of comparable plans

#People in the filing

7,938

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$51 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 61% of comparable plans

↗Investment performance

Not available

Plan assets changed 14.4%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202461out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions61st percentileTypical peer $2,810 · based on 439 comparable plans

Lower reported administrative expense61st percentileTypical peer $65 · based on 448 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, CLIFTONLARSONALLEN LLP reported $27,733,717 in employer contributions across the plan and 7,938 active participants. That works out to $3,494 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy74%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 16.2%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 26.2%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context61/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $27,733,717
Participant contributions: $86,913,196
Other contributions: $19,588,519
Employer share of reported contributions: 24.2%
Beginning assets: $1,329,301,170
Ending assets: $1,521,027,873
Ending net assets: $1,521,027,873
Ending liabilities: $0
Total income: $311,183,562
Total expenses: $119,456,859
Administrative expenses: $547,300
Participant loans: $6,499,258

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$4,171

2023

$3,771

2024

$3,494

Plan-paid administrative expenses per participant

2022

$41

2023

$43

2024

$51

Active participants

2022

7,506

2023

7,873

2024

7,938

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$3,494	7,938	1.5B	20250801133605NAL0007221489001
2023	$3,771	7,873	1.3B	20241002132906NAL0016677298001
2022	$4,171	7,506	1.1B	20231010103831NAL0017709811001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.4%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 410746749-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 1978
Industry: Professional, scientific, and technical services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2A2E2F2G2J2K2R3B3H2T

Current plan terms

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Filing ACK_ID20250801133605NAL0007221489001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗