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Sponsor portfolio

CLIQ, INC.

EIN 26-4235966-financial services-Latest filing 2024
Plans
2
Retirement
2
$4.6M assets
Welfare
0
Participants
109
2900 BRISTOL ST., BUILDING F - COSTA MESA, CA 926265981866-634-3044cliq.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$3.2M - 85 part#002CashBalance-$1.4M - 24 part

Retirement portfolio analytics

2 plans aggregated / $4.6M assets / 109 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • CLIQ 401(K) (#001)70%
  • CASH BALANCE PLAN (#002)30%
Total $4.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CLIQ 401(K) (#001)85
  • CASH BALANCE PLAN (#002)24
Total 109Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CLIQ 401(K) PLAN

401k

Assets$3.2M
Participants85
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

CLIQ CASH BALANCE PLAN

CashBalance

Assets$1.4M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CLIQ 401(K) PLAN401k$3.2M852024
002CLIQ CASH BALANCE PLANCashBalance$1.4M242024
Retirement plans
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