Cleco Power LLC 401(K) Savings & Investment Plan — Form 5500 plan (Cleco Power LLC)
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, Cleco Power LLC 401(K) Savings & Investment Plan is a benefit plan reported by Cleco Power LLC under EIN 72-0244480 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,683 participants and $450,739,531 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cleco Power LLC
- EIN
- 72-0244480
- Plan number
- 003
- Plan type
- 2
- Location
- Pineville, LA
- Latest filing year
- 2023
- Participants
- 1,683
- End-of-year plan assets
- $450,739,531
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,683 | H, C | 20240918120210NAL0002557699003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $450,739,531
- Total liabilities (EOY)
- $51,000
- Net assets (EOY)
- $450,688,531
- Net assets (BOY)
- $394,967,760
Income & contributions
- Employer contributions
- $9,311,127
- Participant contributions
- $14,222,017
- Total contributions
- $24,877,148
- Total income / additions
- $98,642,300
Expenses & distributions
- Benefits paid
- $42,507,818
- Administrative expenses
- $413,711
- Total expenses
- $42,921,529
- Net increase / (decrease)
- $55,720,771
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group LLC | INVESTMENT MANAGEMENT | $337,456 | not reported in the loaded dataset | 2023 |
| T. Rowe Price Blue Chip Growth Trus | INVESTMENT FUND | $0 | $291,065 | 2023 |
| William Blair Small-Mid Cap Gr I | INVESTMENT FUND | $0 | $111,289 | 2023 |
| T. Rowe Price Retirement 2030 Trust | INVESTMENT FUND | $0 | $93,976 | 2023 |
| Invesco Stable Value Trust Ci B1 | INVESTMENT FUND | $0 | $84,438 | 2023 |
| T. Rowe Price Retirement 2035 Trust | INVESTMENT FUND | $0 | $79,836 | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $75,055 | not reported in the loaded dataset | 2023 |
| T. Rowe Price Retirement 2040 Trust | INVESTMENT FUND | $0 | $68,649 | 2023 |
| T. Rowe Price Retirement 2045 Trust | INVESTMENT FUND | $0 | $68,520 | 2023 |
| Mfs International Equity Cit Cl 3b | INVESTMENT FUND | $0 | $57,643 | 2023 |
| T. Rowe Price Retirement 2025 Trust | INVESTMENT FUND | $0 | $57,289 | 2023 |
| T. Rowe Price Retirement 2050 Trust | INVESTMENT FUND | $0 | $39,168 | 2023 |
| Dfa Us Targeted Value I | INVESTMENT FUND | $0 | $36,189 | 2023 |
| Blackrock Msci Acwi Ex-Us Imi Index | INVESTMENT FUND | $0 | $34,641 | 2023 |
| T. Rowe Price Retirement 2055 Trust | INVESTMENT FUND | $0 | $33,979 | 2023 |
| Carillon Reams Core Plus Bond I | INVESTMENT FUND | $0 | $32,494 | 2023 |
| T. Rowe Price Retirement 2020 Trust | INVESTMENT FUND | $0 | $30,693 | 2023 |
| T. Rowe Price Retirement 2015 Trust | INVESTMENT FUND | $0 | $24,263 | 2023 |
| Blackrock Us Debt Index Nl-W | INVESTMENT FUND | $0 | $19,463 | 2023 |
| Blackrock Equity Index Nl M | INVESTMENT FUND | $0 | $14,949 | 2023 |
| T. Rowe Price Retirement 2060 Trust | INVESTMENT FUND | $0 | $12,381 | 2023 |
| Blackrock Russell 2500 Index | INVESTMENT FUND | $0 | $10,819 | 2023 |
| T. Rowe Price Retirement 2005 Trust | INVESTMENT FUND | $0 | $7,984 | 2023 |
| Qdro Consultants Company LLC | THIRD-PARTY ADMINISTRATOR | $1,200 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co, Inc. | INVESTMENT ADVISOR | $370 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cleco Power LLC
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in Pineville, LA
- Empower Advisory Group LLC — Schedule C compensation
- T. Rowe Price Blue Chip Growth Trus — Schedule C compensation
- William Blair Small-Mid Cap Gr I — Schedule C compensation
- T. Rowe Price Retirement 2030 Trust — Schedule C compensation
- Invesco Stable Value Trust Ci B1 — Schedule C compensation
- T. Rowe Price Retirement 2035 Trust — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- T. Rowe Price Retirement 2040 Trust — Schedule C compensation
- T. Rowe Price Retirement 2045 Trust — Schedule C compensation
- Mfs International Equity Cit Cl 3b — Schedule C compensation
- T. Rowe Price Retirement 2025 Trust — Schedule C compensation
- T. Rowe Price Retirement 2050 Trust — Schedule C compensation
- Dfa Us Targeted Value I — Schedule C compensation
- Blackrock Msci Acwi Ex-Us Imi Index — Schedule C compensation
- T. Rowe Price Retirement 2055 Trust — Schedule C compensation
- Carillon Reams Core Plus Bond I — Schedule C compensation
- T. Rowe Price Retirement 2020 Trust — Schedule C compensation
- T. Rowe Price Retirement 2015 Trust — Schedule C compensation
- Blackrock Us Debt Index Nl-W — Schedule C compensation
- Blackrock Equity Index Nl M — Schedule C compensation
- T. Rowe Price Retirement 2060 Trust — Schedule C compensation
- Blackrock Russell 2500 Index — Schedule C compensation
- T. Rowe Price Retirement 2005 Trust — Schedule C compensation
- Qdro Consultants Company LLC — Schedule C compensation
- Charles Schwab & Co, Inc. — Schedule C compensation