Clear to Close Financial Services 401(k) Plan

The Clear to Close Financial Services 401(k) on its latest Form 5500

Clear to Close Financial Services (EIN 81-3732132) reports CLEAR TO CLOSE FINANCIAL SERVICES 401K PLAN on its most recent Form 5500, with $22K in plan assets across 2 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 to Close Financial Services filing — schedules, fees, and providers.

Who runs the Clear to Close Financial Services 401(k)?

Clear to Close Financial Services’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 to Close Financial ServicesHR for the recordkeeper’s name and login.

How to check your Clear to Close Financial Services 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Clear to Close Financial Services 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).