CLEAR PATH ADVISORY INC. 401(K) RATE GROUP PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 1
High average account balance
Active participants
5
Accounts w/ balance
5
Plan assets (EOY)
$602K
Net assets (EOY)
$602K
Plan health score
94
/ 100
Grade A
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
79
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLEAR PATH ADVISORY INC..
Plan sponsor
Name
CLEAR PATH ADVISORY INC.
EIN
20-0547074
Address
1777 REISTERSTOWN ROAD, SUITE 285 · PIKESVILLE, MD · 21208
