How big is Clear Strategy's plan?

Clear Strategy's plan reported $2.2M in assets and 32 participants for 2025.

Original filing (PDF)20260427153115NAL0004901107001

Clear Strategy

Name: Clear Strategy — Clear Strategy 401(k) Profit, Form 5500 (2025)
Creator: Clear Strategy
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Clear Strategy 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Clear Strategy's Clear Strategy 401(k) Profit Sharing Plan and Trust held $2.2M in plan assets for 32 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Eric Schroeder signed Clear Strategy's 2025 Form 5500 as plan administrator.

Eric Schroeder — Plan Administrator — Form 5500 signer
Jonathan Harris — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Clear Strategy's EIN is 26-2763027.

EIN 26-2763027

Plan number 001

Plan year 2025

ACK ID 20260427153115NAL0004901107001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Clear Strategy's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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