Original filing (PDF)20240514135451NAL0038312369001

CLEARVIEW CONSULTING, INC.

Name: CLEARVIEW CONSULTING, INC. — CLEARVIEW CONSULTING, INC. WRAP BENEFIT PLAN, Form 5500 (2023)
Creator: CLEARVIEW CONSULTING, INC.

Form 5500

FILING_RECEIVED

CLEARVIEW CONSULTING, INC. WRAP BENEFIT PLAN

Health & welfare plan

Signals · 2

No auditor on fileNo recordkeeper disclosed

Active participants

150

Accounts w/ balance

—

Plan assets (EOY)

—

Net assets (EOY)

—

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

Participation health

100

Knocking points off

No independent qualified public accountant (IQPA) named.
No recordkeeper disclosed on Schedule C.

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 CLEARVIEW CONSULTING, INC..

Plan sponsor

Name

CLEARVIEW CONSULTING, INC.

EIN

27-5362399

Address

11155 RED RUN BLVD., SUITE 410 · OWINGS MILLS, MD · 21117

Phone

(410) 415-9712

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-14

Welfare benefit codes

4A · Health (other than dental or vision)

4B · Life Insurance

4D · Dental

4E · Vision

4F · Temporary Disability (accident and sickness)

4H · Long-Term Disability

4Q · Other

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.