How big is The Clearing's plan?

The Clearing's plan reported $696K in assets and 15 participants for 2024.

Original filing (PDF)20250710144340NAL0003579267001

The Clearing

Name: The Clearing — The Clearing 401(k) Retirement, Form 5500 (2024)
Creator: The Clearing
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Clearing 401(k) Retirement Savings Plan

401(k) retirement plan · The Clearing's The Clearing 401(k) Retirement Savings Plan held $696K in plan assets for 15 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$696K

Net assets (EOY)

$696K

People on this filing

Tamara Musiel signed The Clearing's 2024 Form 5500 as plan administrator.

Tamara Musiel — 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

The Clearing's EIN is 39-6075633.

EIN 39-6075633

Plan number 001

Plan year 2024

ACK ID 20250710144340NAL0003579267001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Clearing'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 THE CLEARING.

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Plan health score

Top-tier plan health

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).

Plan sponsor

Name

THE CLEARING

EIN

all filings

Address

12171 GARRET BAY ROAD · PO BOX 65 · ELLISON BAY, WI · 542100065

Phone

(920) 854-4088

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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