Back to filter
Original filing (PDF)20250516134548NAL0020356865001
CLEAR SITE INDUSTRIAL LLC
Form 5500-SF
FILING_RECEIVED
CLEAR SITE INDUSTRIAL LLC 401K PLAN
401(k) retirement plan
Active participants
13
Accounts w/ balance
6
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- Only 46% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLEAR SITE INDUSTRIAL LLC.
Plan sponsor
Name
CLEAR SITE INDUSTRIAL LLC
EIN
27-0470378
Address
3931 MORRIS FIELD DRIVE · CHARLOTTE, NC · 28208
Phone
(704) 631-9933
Industry
Constructionsee 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
2025-05-16
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
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Construction plans
V.O.C., INC.
CHIMNEY DOCTOR 401(K) PLAN
$1.1M · 4 participants
PRECISION LOCATING, LLC.
PRECISION LOCATING 401(K) PLAN
$1.1M · 99 participants
BROTHERS CONCRETE PUMPING SERVICE
BROTHERS CONCRETE CASH BALANCE PLAN
$1.1M · 14 participants
SSG-BARCO INC
SSG-BARCO INC 401(K) PROFIT SHARING PLAN & TRUST
$1.1M · 13 participants
JOHN LYLE & ASSOCIATES, INC.
JOHN LYLE & ASSOCIATES, INC. 401(K) PLAN
$1.1M · 8 participants
JTS MODULAR, INC.
THE CONTRACTORS RETIREMENT PLAN
$1.1M · 93 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants