Tania Zivkovic signed Clear Street Management LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Clear Street Management LLC's EIN is 36-3862498.
Download the official 2024 Form 5500 (PDF) for Clear Street Management LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Clear Street Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS | 04-2647786 | — | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA ADVISORS LLC | 84-0858799 | — | ADVISOR | $12K | — |
| STRATEGIC ADVISORS INC | 04-2654524 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $6.9M | 15.1% | |
| Fidelity Freedom Blend 2045 Fund | Mutual Funds | — | — | $4.2M | 9.2% | |
| Fidelity Freedom Blend 2060 Fund | Mutual Funds | — | — | $4.0M | 8.9% | |
| Fidelity Freedom Blend 2050 Fund | Mutual Funds | — | — | $3.8M | 8.4% | |
| Fidelity Freedom Blend 2040 Fund | Mutual Funds | — | — | $3.5M | 7.6% | |
| Fidelity Freedom Blend 2055 Fund | Mutual Funds | — | — | $3.3M | 7.2% | |
| Fidelity Large Cap Growth Index Fund | Common Collective Trusts | — | — | $2.7M | 6.0% | |
| Fidelity Freedom Blend 2035 Fund | Mutual Funds | — | — | $2.6M | 5.7% | |
| Fidelity Freedom Blend 2030 Fund | Mutual Funds | — | — | $1.6M | 3.5% | |
| Columbia Global Technology Growth Fund | Other securities | — | — | $1.6M | 3.5% | |
| Fidelity Freedom Blend 2065 Fund | Mutual Funds | — | — | $1.2M | 2.6% | |
| Fidelity Freedom Blend 2025 Fund | Mutual Funds | — | — | $1.1M | 2.4% | |
| JPMorgan US Equity Fund | Other securities | — | — | $917K | 2.0% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $785K | 1.7% | |
| MFS Growth Fund | Mutual Funds | — | — | $610K | 1.3% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $534K | 1.2% | |
| Fidelity Freedom Blend 2020 Fund | Mutual Funds | — | — | $525K | 1.2% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $491K | 1.1% | |
| Fidelity Global ex. US Index Fund | Common Collective Trusts | — | — | $356K | 0.8% | |
| Dimensional Fund Advisors Dimensional Fund Advisors Emerging Markets Core Equity Portfolio Fund | Mutual Funds | — | — | $272K | 0.6% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $269K | 0.6% | |
| Fidelity Mid Cap Growth Index Fund | Common Collective Trusts | — | — | $269K | 0.6% | |
| FullerThaler Behavioral Small-Cap Equity Fund | Other securities | — | — | $267K | 0.6% | |
| BlackRock High Yield Portfolio Fund | Other securities | — | — | $256K | 0.6% | |
| PIMCO Income Fund | Mutual Funds | — | — | $244K | 0.5% | |
| American Funds American Funds International Grown and Income Fund | Mutual Funds | — | — | $196K | 0.4% | |
| Fidelity Small Cap Growth Index Fund | Common Collective Trusts | — | — | $177K | 0.4% | |
| Fidelity Large Cap Value Index Fund | Common Collective Trusts | — | — | $175K | 0.4% | |
| Fidelity Freedom Blend 2070 Fund ** 548 * Fidelity Freedom Blend Income Fund | Mutual Funds | — | — | $171K | 0.4% | |
| MFS Mid Cap Growth Fund | Mutual Funds | — | — | $171K | 0.4% | |
| Cohen & Steers Cohen & Steers Realty Shares Fund | Other securities | — | — | $165K | 0.4% | |
| Fidelity US Sustainability Index Fund | Common Collective Trusts | — | — | $143K | 0.3% | |
| Invesco Core Bond Fund | Mutual Funds | — | — | $129K | 0.3% | |
| Fidelity Emerging Markets Index Fund | Common Collective Trusts | — | — | $114K | 0.3% | |
| Undiscovered Managers Undiscovered Managers Behavioral Value Fund | Other securities | — | — | $92K | 0.2% | |
| Fidelity Mid Cap Value Index Fund | Common Collective Trusts | — | — | $87K | 0.2% | |
| MFS Value Fund | Mutual Funds | — | — | $76K | 0.2% | |
| Fidelity Small Cap Value Index Fund | Common Collective Trusts | — | — | $64K | 0.1% | |
| Eaton Vance Eaton Vance Atlanta Capital SMID-Cap Fund | Other securities | — | — | $40K | <0.1% | |
| ClearBridge Small Cap Growth Fund | Other securities | — | — | $37K | <0.1% | |
| Fidelity International Bond Index Fund | Common Collective Trusts | — | — | $32K | <0.1% | |
| Janus Henderson Janus Henderson Enterprise Fund | Mutual Funds | — | — | $10K | <0.1% | |
| Fidelity Inflation-Protected Bond Index Fund | Common Collective Trusts | — | — | $6K | <0.1% | |
| Janus Henderson Janus Henderson Developed Word Bond Fund | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| ADVISOR |
| $4K |
| — |
