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Original filing (PDF)20250725052433NAL0002958275001
CLEARCOMPANY
Form 5500
FILING_RECEIVED
CLEARCOMPANY 401(K) PLAN
401(k) retirement plan
Active participants
289
Accounts w/ balance
281
Plan assets (EOY)
$15.6M
Net assets (EOY)
$15.6M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (9 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLEARCOMPANY.
Plan sponsor
Name
CLEARCOMPANY
EIN
20-1577060
Address
P.O. BOX 929 · LEWISTON, ME · 04243
Phone
(617) 420-8191
Industry
Software Publishers· Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $7K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL INVESTMENT SERV | 39-2018056 | — | INVESTMENT/FINANCIAL ADVI | $7K | — |
Investments
30 direct securities · 1 pooled fund· $15.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Registered Investment Companies
$15.5M
30 holdings
Common Collective Trust
$55K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FREE INDX 2055 IP | Registered Investment Companies | — | — | $3.4M | 21.6% | |
| FID FREE INDX 2050 IP | Registered Investment Companies | — | — | $2.4M | 15.4% | |
| TROWE PRICE EQUITY INDEX 500 | Registered Investment Companies | — | — | $1.8M | 11.7% | |
| FID FREE INDX 2045 IP | Registered Investment Companies | — | — | $1.6M | 10.0% | |
| FID FREE INDX 2060 IP | Registered Investment Companies | — | — | $1.6M | 10.0% | |
| JPMORGAN MID CAP GROWTH R6 918 REGISTERED INVESTMENT COMPANY FID 500 IND | Registered Investment Companies | — | — | $978K | 6.3% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $924K | 5.9% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $371K | 2.4% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $349K | 2.2% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $315K | 2.0% | |
| FID FREE INDX 2035 IP | Registered Investment Companies | — | — | $241K | 1.5% | |
| FID FREE INDX 2040 IP | Registered Investment Companies | — | — | $227K | 1.5% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $175K | 1.1% | |
| PRINCIPAL SMALLCAP GROWTH I R6 | Registered Investment Companies | — | — | $164K | 1.1% | |
| PGIM TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $147K | 0.9% | |
| FID FREE INDX 2025 IP | Registered Investment Companies | — | — | $132K | 0.8% | |
| DFA US TARGETED VAL PORT INST | Registered Investment Companies | — | — | $126K | 0.8% | |
| FID FREE INDX 2030 IP | Registered Investment Companies | — | — | $113K | 0.7% | |
| FID US BOND IND | Registered Investment Companies | — | — | $111K | 0.7% | |
| PIMCO INCOME FUND - INSTL 655 REGISTERED INVESTMENT COMPANY FID FREE INDX 2015 IP | Registered Investment Companies | — | — | $91K | 0.6% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $68K | 0.4% | |
| INVESCO STABLE ASSET - ADP59 INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $55K | 0.4% | |
| FID FREE INDX 2020 IP | Registered Investment Companies | — | — | $54K | 0.3% | |
| VANG HI YLD CORP ADM | Registered Investment Companies | — | — | $47K | 0.3% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $40K | 0.3% | |
| COHEN & STEERS INST REALTY | Registered Investment Companies | — | — | $30K | 0.2% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $18K | 0.1% | |
| DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $16K | 0.1% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $13K | <0.1% | |
| DFA INTL VALUE PORT INST | Registered Investment Companies | — | — | $13K | <0.1% | |
| FID FREE INDEX 2065 IP | Registered Investment Companies | — | — | $10K | <0.1% |
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