Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CLOUD FINANCIAL INC
EIN 26-0372560Finance and InsuranceLatest filing 2025
Plans
3
Retirement
3
$4.0M assets
Welfare
0
Participants
26
200 CLINTON AVE STE 1020 - HUNTSVILLE, AL 35801256-715-0094
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $4.0M assets / 26 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CLOUD FINANCIAL INC. 401(K) PROFIT SHARING PLAN
401k
Assets$2.4M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
CLOUD FINANCIAL, INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.3M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CLOUD FINANCIAL INC PROFIT SHARING PLAN
ProfitSharing
Assets$283K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CLOUD FINANCIAL INC. 401(K) PROFIT SHARING PLAN | 401k | $2.4M | 14 | 2025 | |
| 003 | CLOUD FINANCIAL, INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.3M | 7 | 2024 | |
| 002 | CLOUD FINANCIAL INC PROFIT SHARING PLAN | ProfitSharing | $283K | 5 | 2025 |
Retirement plans