What public Form 5500 filings show about the Clear Financial Partners, Inc. 401(k) plan — and how to find and check your own account.
Clear Financial Partners, Inc. (EIN 45-3974474) reports CLEAR FINANCIAL PARTNERS 401(K) PLAN on its most recent Form 5500, with $1.7M in plan assets across 3 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Clear Financial Partners, Inc. filing — schedules, fees, and providers.
Clear Financial Partners, Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Clear Financial Partners, Inc.HR for the recordkeeper’s name and login.
