What public Form 5500 filings show about the Clearstead Advisors, LLC 401(k) plan — and how to find and check your own account.
Clearstead Advisors, LLC (EIN 34-1597728) reports CLEARSTEAD ADVISORS 401(K) RETIREMENT PLAN on its most recent Form 5500, with $35.5M in plan assets across 263 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 Clearstead Advisors, LLC filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Clearstead Advisors, LLC 401(k).
