Clear PATH Advisory Inc. 401(k) Plan

The Clear PATH Advisory Inc. 401(k) on its latest Form 5500

Clear PATH Advisory Inc. (EIN 20-0547074) reports CLEAR PATH ADVISORY INC. 401(K) RATE GROUP PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $602K in plan assets across 5 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 PATH Advisory Inc. filing — schedules, fees, and providers.

Who runs the Clear PATH Advisory Inc. 401(k)?

Clear PATH Advisory 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 PATH Advisory Inc.HR for the recordkeeper’s name and login.

How to check your Clear PATH Advisory Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Clear PATH Advisory Inc. HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).