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  2. CLEAVES-BESSMER-MARIETTI, INC.
Sponsor portfolio

CLEAVES-BESSMER-MARIETTI, INC.

EIN 43-0814061-Retail Trade-Latest filing 2025
Plans
2
Retirement
2
$11.2M assets
Welfare
0
Participants
74
255 NW BLUE PARKWAY, SUITE 200 - LEES SUMMIT, MO 640631972816-353-6011
Plans on this EIN
2 filings
#004ESOP-$8.7M - 37 part#001401k-$2.5M - 37 part

Retirement portfolio analytics

2 plans aggregated / $11.2M assets / 74 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • EMPLOYEE STOCK OWNERSHIP (#004)77%
  • 401(K) RETIREMENT PLAN (#001)23%
Total $11.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#004)37
  • 401(K) RETIREMENT PLAN (#001)37
Total 74Click 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#004

CLEAVES-BESSMER-MARIETTI, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$8.7M
Participants37
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

CLEAVES-BESSMER-MARIETTI, INC 401(K) RETIREMENT PLAN

401k

Assets$2.5M
Participants37
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004CLEAVES-BESSMER-MARIETTI, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$8.7M372025
001CLEAVES-BESSMER-MARIETTI, INC 401(K) RETIREMENT PLAN401k$2.5M372025
Retirement plans
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