How big is Clear Point Advisors, Inc.'s plan?

Clear Point Advisors, Inc.'s plan reported $974K in assets and 2 participants for 2025.

Original filing (PDF)20260415141653NAL0019944161001

Clear Point Advisors, Inc.

Name: Clear Point Advisors, Inc. — Clear Point Advisors, Form 5500 (2025)
Creator: Clear Point Advisors, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Clear Point Advisors, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Clear Point Advisors, Inc.'s Clear Point Advisors, Inc. 401(k) Profit Sharing Plan held $974K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$974K

Net assets (EOY)

$974K

Plan identifiers

Clear Point Advisors, Inc.'s EIN is 13-3990754.

EIN 13-3990754

Plan number 004

Plan year 2025

ACK ID 20260415141653NAL0019944161001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Clear Point Advisors, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Clear Point Advisors, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLEAR POINT ADVISORS, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score