How big is Cleartrust LLC's plan?

Cleartrust LLC's plan reported $577K in assets and 9 participants for 2024.

Original filing (PDF)20250718114232NAL0003020130001

Cleartrust LLC

Name: Cleartrust LLC — Cleartrust LLC 401(k) Profit, Form 5500 (2024)
Creator: Cleartrust LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cleartrust LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Cleartrust LLC's Cleartrust LLC 401(k) Profit Sharing Plan & Trust held $577K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$577K

Net assets (EOY)

$577K

People on this filing

KARA Kennedy signed Cleartrust LLC's 2024 Form 5500 as plan administrator.

KARA Kennedy — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

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

Plan identifiers

Cleartrust LLC's EIN is 26-4395987.

EIN 26-4395987

Plan number 001

Plan year 2024

ACK ID 20250718114232NAL0003020130001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cleartrust LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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