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.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Clearstead Advisors 401(k) Retirement Plan | 001 | 263 | $35.5M |
| Clearstead Advisors, LLC Health and Welfare Plan | 501 | 167 | $0 |
Providers are read from the Schedule C service-provider disclosures across this employer’s filings.
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?
