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Original filing (PDF)20251015160547NAL0002601779001
CLEAR PEO, LLC
Form 5500
FILING_RECEIVED
CLEAR PEO, LLC 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
673
Accounts w/ balance
402
Plan assets (EOY)
$20.4M
Net assets (EOY)
$20.3M
How this plan invests
This plan
38 pooled trusts
Schedule D
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
80
Knocking points off
- 64 bps in Schedule C fees — 122% above peer band of 29 bps.
- 60% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLEAR PEO, LLC.
Plan sponsor
Name
CLEAR PEO, LLC
EIN
35-2535759
Address
2080 CABOT BLVD WEST · SUITE 202 · LANGHORNE, PA · 19047
Phone
(215) 701-9400
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
333
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2V · PEO multiple-employer plan
Audit & trust (Schedule H)
Auditor
UHY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STALKER & ASSOCIATES, INC | 23-2756743 | — | RECORDKEEPER | $25K | — |
| TRANSAMERICA FINANCIAL LIFE | 36-6071399 | — | RECORDKEEPER | $13K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OMNI 360 WEALTH INC | 22-3436692 | — | INVESTMENT ADVISORY-PLAN | $65K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA TRUST COMPANY | 42-0947998 | — | TRUSTEE | $208 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UHY LLP | 20-0694403 | — | AUDIT | $28K | — |
Investments
21 direct securities · 38 pooled funds· $32.8M(100% of reported assets)
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.
Pooled Separate Account
$18.3M
38 holdings
Uncategorized
$14.5M
21 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| [DFE: TA BLACKROCK LIFEPATH INDEX 2035 RET ACCT (extraction pending)] | — | — | — | $3.7M | 18.3% | |
| VANGUARD TOTAL STOCK MARKET INDEX R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 019 | Pooled Separate Account | — | — | $3.7M | 18.3% | |
| [DFE: AMERICAN CENTURY GOVERNMENT BOND RET ACCT (extraction pending)] | — | — | — | $2.6M | 12.5% | |
| TRANSAMERICA RETIREONTRK 2030 WITH TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 413 | Pooled Separate Account | — | — | $2.6M | 12.5% | |
| [DFE: BLACKROCK HEALTH SCIENCES OPS RET ACCT (extraction pending)] | — | — | — | $1.9M | 9.5% | |
| TRANSAMERICA RETIREONTRK 2035 WITH TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 365 | Pooled Separate Account | — | — | $1.9M | 9.5% | |
| [DFE: TA BLACKROCK LIFEPATH INDEX 2050 RET ACCT (extraction pending)] | — | — | — | $1.5M | 7.1% | |
| 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% | |
| [DFE: TA BLACKROCK LIFEPATH INDEX 2060 RET ACCT (extraction pending)] | — | — | — | $941K | 4.6% | |
| TRANSAMERICA RETIREONTRK 2055 WITH TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 607 | Pooled Separate Account | — | — | $941K | 4.6% | |
| [DFE: DFA U.S. TARGETED VALUE PORTFOLIO RET ACCT (extraction pending)] | — | — | — | $821K | 4.0% | |
| TRANSAMERICA RETIREONTRK 2050 WITH TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 527 | Pooled Separate Account | — | — | $821K | 4.0% | |
| [DFE: AMERICAN FUNDS 2060 DATE RETIREMENT (extraction pending)] | — | — | — | $586K | 2.9% | |
| TRANSAMERICARETONTRK 2060 WITH AMER TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 817 | Pooled Separate Account | — | — | $586K | 2.9% | |
| [DFE: ALGER RESPONSIBLE INVESTING RET ACCT (extraction pending)] | — | — | — | $575K | 2.8% | |
| TRANSAMERICA RETIREONTRK 2025 WITH TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 410 | Pooled Separate Account | — | — | $575K | 2.8% | |
| [DFE: DFA INFLATION-PROTECTED SECURITIES PORTFOLIO RET ACCT (extraction pending)] | — | — | — | $535K | 2.6% | |
| TRANSAMERICA RETIREONTRK 2045 WITH TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 526 | Pooled Separate Account | — | — | $535K | 2.6% | |
| [DFE: TA BLACKROCK LIFEPATH INDEX 2055 RET ACCT (extraction pending)] | — | — | — | $487K | 2.4% | |
| 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% | |
| [DFE: GOLDMAN SACHS TECHNOLOGY OPPORTUNITIES RET ACCT (extraction pending)] | — | — | — | $249K | 1.2% | |
| 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% | |
| [DFE: BLACKROCK EQUITY DIVIDEND RET ACCT (extraction pending)] | — | — | — | $183K | 0.9% | |
| DFA U.S. TARGETED VALUE PORTFOLIO R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 236 | Pooled Separate Account | — | — | $183K | 0.9% | |
| [DFE: STATE STREET U.S. BOND INDEX RET ACCT (extraction pending)] | — | — | — | $159K | 0.8% | |
| LOOMIS SAYLES INVESTMENT GRADE BOND TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 416 | Pooled Separate Account | — | — | $159K | 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% | |
| [DFE: AMERICAN CENTURY HERITAGE INV ACCT (extraction pending)] | — | — | — | $91K | 0.4% | |
| AMERICAN CENT HERITAGEINVACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 403 | Pooled Separate Account | — | — | $91K | 0.4% | |
| [DFE: AMERICAN FUNDS EUROPACIFIC GROWTH RET ACCT (extraction pending)] | — | — | — | $64K | 0.3% | |
| ALLSPRING PRECIOUS METALS INV ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 076 | Pooled Separate Account | — | — | $64K | 0.3% | |
| [DFE: TA BLACKROCK LIFEPATH INDEX 2045 RET ACCT (extraction pending)] | — | — | — | $41K | 0.2% | |
| COLUMBIA INCOME OPPORTUNITIES INV A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 295 | Pooled Separate Account | — | — | $41K | 0.2% | |
| [DFE: COLUMBIA INCOME OPPORTUNITIES INV ACCT (extraction pending)] | — | — | — | $28K | 0.1% | |
| AMERICAN CENTURY GOVERNMENT BOND RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 175 | Pooled Separate Account | — | — | $28K | 0.1% | |
| [DFE: TA VANGUARD REIT INDEX RET ACCT (extraction pending)] | — | — | — | $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% | |
| 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% | |
| [DFE: WELLS FARGO PRECIOUS METALS INV ACCT (extraction pending)] | — | — | — | $3K | <0.1% | |
| DFA INFL-PROTECTED SEC PORTFOLIO RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 178 | Pooled Separate Account | — | — | $3K | <0.1% | |
| [DFE: TA BLACKROCK LIFEPATH INDEX 2030 RET ACCT (extraction pending)] | — | — | — | $2K | <0.1% | |
| FIDELITY ADVISOR FOCUS EMERGING MRK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 163 | Pooled Separate Account | — | — | $2K | <0.1% | |
| [DFE: TA VANGUARD TOTAL STOCK MARKET INDEX RET ACCT (extraction pending)] | — | — | — | $102 | <0.1% | |
| ALGER RESPONSIBLE INVESTING RET ACC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 166 | Pooled Separate Account | — | — | $102 | <0.1% |