How big is Clear Advice Financial LLC's plan?

Clear Advice Financial LLC's plan reported $1K in assets and 2 participants for 2024.

Original filing (PDF)20250728113256NAL0000830227001

Clear Advice Financial LLC

Name: Clear Advice Financial LLC — Clear Advice Financial, Form 5500 (2024)
Creator: Clear Advice Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Clear Advice Financial LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Clear Advice Financial LLC's Clear Advice Financial LLC 401(k) Profit Sharing Plan & Trust held $1K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1K

Net assets (EOY)

$1K

People on this filing

Eric Donner signed Clear Advice Financial LLC's 2024 Form 5500 as plan administrator.

Eric Donner — 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

Clear Advice Financial LLC's EIN is 26-4714638.

EIN 26-4714638

Plan number 002

Plan year 2024

ACK ID 20250728113256NAL0000830227001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Clear Advice Financial 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 CLEAR ADVICE FINANCIAL LLC.

Finding similar companies…

Plan health score

Above-average plan

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

Knocking points off