How big is Complete Clearing, Inc.'s plan?

Complete Clearing, Inc.'s plan reported $1.5M in assets and 27 participants for 2024.

Original filing (PDF)20250612101348NAL0014676163002

Complete Clearing, Inc.

Name: Complete Clearing, Inc. — Complete Clearing, Inc., Form 5500 (2024)
Creator: Complete Clearing, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Complete Clearing, Inc. Retirement Savings Plan

401(k) retirement plan · Complete Clearing, Inc.'s Complete Clearing, Inc. Retirement Savings Plan held $1.5M in plan assets for 27 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Amanda Farson signed Complete Clearing, Inc.'s 2024 Form 5500 as plan administrator.

Amanda Farson — 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

Complete Clearing, Inc.'s EIN is 31-1442642.

EIN 31-1442642

Plan number 001

Plan year 2024

ACK ID 20250612101348NAL0014676163002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Complete Clearing, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Complete Clearing, Inc.'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 COMPLETE CLEARING, INC..

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