Denise Marinelli signed Clear PEO, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Clear PEO, LLC's EIN is 35-2535759.
Download the official 2024 Form 5500 (PDF) for Clear PEO, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Clear PEO, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STALKER & ASSOCIATES, INC | 23-2756743 | — | RECORDKEEPER | $25K | — |
| TRANSAMERICA FINANCIAL LIFE | 36-6071399 | — | RECORDKEEPER | $13K | — |
| TRANSAMERICA TRUST COMPANY | 42-0947998 | — | TRUSTEE | $208 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in pooled separate account] | Other | — | — | $18.3M | 89.7% | |
| VANGUARD TOTAL STOCK MARKET INDEX R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 019 | Pooled Separate Account | — | — | $3.7M | 18.3% | |
| TRANSAMERICA RETIREONTRK 2030 WITH TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 413 | Pooled Separate Account | — | — | $2.6M | 12.5% | |
| TRANSAMERICA RETIREONTRK 2035 WITH TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 365 | Pooled Separate Account | — | — | $1.9M | 9.5% | |
| TRANSAMERICA RETIREONTRK 2065 WITH TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 165 | Pooled Separate Account | — | — | $1.5M | 7.1% | |
| AMERICAN FUNDS GROWTH FUND OF AMERI TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 147 | Pooled Separate Account | — | — | $1.1M | 5.4% | |
| TRANSAMERICA RETIREONTRK 2055 WITH TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 607 | Pooled Separate Account | — | — | $941K | 4.6% | |
| TRANSAMERICA RETIREONTRK 2050 WITH TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 527 | Pooled Separate Account | — | — | $821K | 4.0% | |
| TRANSAMERICARETONTRK 2060 WITH AMER TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 817 | Pooled Separate Account | — | — | $586K | 2.9% | |
| TRANSAMERICA RETIREONTRK 2025 WITH TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 410 | Pooled Separate Account | — | — | $575K | 2.8% | |
| TRANSAMERICA RETIREONTRK 2045 WITH TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 526 | Pooled Separate Account | — | — | $535K | 2.6% | |
| TRANSAMERICA RETIREONTRK 2040 WITH TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 505 | Pooled Separate Account | — | — | $487K | 2.4% | |
| BLACKROCK EQUITY DIVIDEND RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 094 | Pooled Separate Account | — | — | $401K | 2.0% | |
| JANUS BALANCED INV ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 298 | Pooled Separate Account | — | — | $349K | 1.7% | |
| VANGUARD SMALL-CAP INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 018 | Pooled Separate Account | — | — | $329K | 1.6% | |
| TRANSAMERICA MID CAP VAL OPPORTUNIT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 495 | Pooled Separate Account | — | — | $317K | 1.6% | |
| AMER FUNDS FUNDAMENTAL INVESTORS IN TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 141 | Pooled Separate Account | — | — | $304K | 1.5% | |
| AMERICAN FUNDS NEW PERSPECTIVE INV TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 155 | Pooled Separate Account | — | — | $279K | 1.4% | |
| AMERICAN CENTURY FOCUSED GLOBAL RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 265 | Pooled Separate Account | — | — | $249K | 1.2% | |
| TRANSAMERICA ASSET ALLOC - CONSERV TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 036 | Pooled Separate Account | — | — | $205K | 1.0% | |
| DFA U.S. TARGETED VALUE PORTFOLIO R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 236 | Pooled Separate Account | — | — | $183K | 0.9% | |
| LOOMIS SAYLES INVESTMENT GRADE BOND TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 416 | Pooled Separate Account | — | — | $159K | 0.8% | |
| [Assets held in participant loans] | Other | — | — | $155K | 0.8% | |
| FIDELITY ADVISOR SMALL CAP INV ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 115 | Pooled Separate Account | — | — | $134K | 0.7% | |
| BLACKROCK HIGH YIELD PORTFOLIO RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 754 | Pooled Separate Account | — | — | $123K | 0.6% | |
| AEGON BOND RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 132 | Pooled Separate Account | — | — | $107K | 0.5% | |
| TRANSAMERICA ASSET ALLOC - MOD GROW TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 038 | Pooled Separate Account | — | — | $101K | 0.5% | |
| AMERICAN CENT HERITAGEINVACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 403 | Pooled Separate Account | — | — | $91K | 0.4% | |
| ALLSPRING PRECIOUS METALS INV ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 076 | Pooled Separate Account | — | — | $64K | 0.3% | |
| COLUMBIA INCOME OPPORTUNITIES INV A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 295 | Pooled Separate Account | — | — | $41K | 0.2% | |
| AMERICAN CENTURY GOVERNMENT BOND RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 175 | Pooled Separate Account | — | — | $28K | 0.1% | |
| GOLDMAN SACHS TECHNOLOGY OPPORTUNIT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 130 | Pooled Separate Account | — | — | $28K | 0.1% | |
| TA VANGUARD REAL ESTATE INDEX RET A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 417 | Pooled Separate Account | — | — | $27K | 0.1% | |
| [Assets held in interest-bearing cash] | Other | — | — | $26K | 0.1% | |
| ALLSPRING SMALL COMPANY VALUE INV A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 153 | Pooled Separate Account | — | — | $21K | 0.1% | |
| BLACKROCK HEALTH SCIENCES OPS RET A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 164 | Pooled Separate Account | — | — | $11K | <0.1% | |
| TRANSAMERICA ASSET ALLOC - GROW POR TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 039 | Pooled Separate Account | — | — | $8K | <0.1% | |
| TRANSAMERICA ASSET ALLOC - MOD PORT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 037 | Pooled Separate Account | — | — | $5K | <0.1% | |
| DFA INFL-PROTECTED SEC PORTFOLIO RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 178 | Pooled Separate Account | — | — | $3K | <0.1% | |
| FIDELITY ADVISOR FOCUS EMERGING MRK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 163 | Pooled Separate Account | — | — | $2K | <0.1% | |
| ALGER RESPONSIBLE INVESTING RET ACC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 166 | Pooled Separate Account | — | — | $102 | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| OMNI 360 WEALTH INC | 22-3436692 | — | INVESTMENT ADVISORY-PLAN | $65K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UHY LLP | 20-0694403 | — | AUDIT | $28K | — |
