CLEARSTEAD ADVISORS, LLC
CLEARSTEAD ADVISORS, LLC (EIN 34-1597728) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $35.5M in plan assets and 430 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
Form 5500 plans filed under EIN 34-1597728
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| CLEARSTEAD ADVISORS 401(K) RETIREMENT PLAN | 001 | 263 | $35.5M |
| CLEARSTEAD ADVISORS, LLC HEALTH AND WELFARE PLAN | 501 | 167 | $0 |
Service providers reported by CLEARSTEAD ADVISORS, LLC
Providers are read from the Schedule C service-provider disclosures across this employer’s filings.
About this EIN
34-1597728 is the Employer Identification Number (EIN) CLEARSTEAD ADVISORS, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Ohio EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?