James Cox signed Clearwater Analytics, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Clearwater Analytics, LLC's EIN is 42-1658172.
Download the official 2024 Form 5500 (PDF) for Clearwater Analytics, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Clearwater Analytics, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$1K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX Mutual Fund N/A | Common Collective Trusts | — | — | $24.1M | 21.0% | |
| TRP RETIREMENT 2055 Mutual Fund N/A | Other securities | — | — | $14.2M | 12.4% | |
| TRP RETIREMENT 2050 Mutual Fund N/A | Other securities | — | — | $11.2M | 9.8% | |
| TRP RETIREMENT 2060 Mutual Fund N/A | Other securities | — | — | $10.4M | 9.1% | |
| TRP RETIREMENT 2045 Mutual Fund N/A | Other securities | — | — | $8.1M | 7.1% | |
| TRP RETIREMENT 2040 Mutual Fund N/A | Other securities | — | — | $7.0M | 6.1% | |
| JPM LG CAP GROWTH R6 Mutual Fund N/A | Other securities | — | — | $6.7M | 5.8% | |
| FID MID CAP IDX Mutual Fund N/A | Common Collective Trusts | — | — | $4.0M | 3.5% | |
| TRP RETIREMENT 2035 Mutual Fund N/A | Other securities | — | — | $3.5M | 3.1% | |
| FID SM CAP IDX Mutual Fund N/A | Common Collective Trusts | — | — | $3.1M | 2.7% | |
| TRP RETIREMENT 2030 Mutual Fund N/A | Other securities | — | — | $2.8M | 2.4% | |
| FID INTL INDEX Mutual Fund N/A | Mutual Funds | — | — | $2.7M | 2.4% | |
| BLKRK EQUITY DIV I Mutual Fund N/A | Other securities | — | — | $1.9M | 1.7% | |
| INVS INTL SMMID CO Y Mutual Fund N/A | Common Stocks | — | — | $1.8M | 1.5% | |
| FID US BOND IDX Mutual Fund N/A | Common Collective Trusts | — | — | $1.7M | 1.5% | |
| PGIM J MID-CAP GR R6 Mutual Fund N/A | Other securities | — | — | $1.3M | 1.1% | |
| PGIM J SMALL CO R6 Mutual Fund N/A | Common Stocks | — | — | $1.2M | 1.1% | |
| VICTORY S SM CO OP I Mutual Fund N/A | Common Stocks | — | — | $1.1M | 0.9% | |
| VICTORY S EST VAL R6 Mutual Fund N/A | Other securities | — | — | $1.1M | 0.9% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $849K | 0.7% | |
| Notes receivable from participants Maturing 2025-2034 Interest rates of 5.25-10.50% - | Bonds / Notes | — | — | $794K | 0.7% | |
| TRP RETIREMENT 2010 Mutual Fund N/A 969 C&S INST REALTY SHS Mutual Fund N/A | Common Stocks | — | — | $649K | 0.6% | |
| PGIM HIGH YIELD Z Mutual Fund N/A | Other securities | — | — | $608K | 0.5% | |
| FID EMRG MKTS IDX Mutual Fund N/A | Common Collective Trusts | — | — | $596K | 0.5% | |
| BLKRK MANAGED INC I Mutual Fund N/A | Common Stocks | — | — | $543K | 0.5% | |
| TRP RETIREMENT 2025 Mutual Fund N/A | Other securities | — | — | $532K | 0.5% | |
| AS REAL RETURN R6 Mutual Fund N/A | Other securities | — | — | $496K | 0.4% | |
| AF NEW WORLD R6 Mutual Fund N/A | Other securities | — | — | $442K | 0.4% | |
| FID REAL ESTATE IDX Mutual Fund N/A | Common Collective Trusts | — | — | $359K | 0.3% | |
| TRP RETIREMENT 2020 Mutual Fund N/A | Other securities | — | — | $305K | 0.3% | |
| FA TOTAL BOND Z Mutual Fund N/A | Other securities | — | — | $221K | 0.2% | |
| J H OVERSEAS N Mutual Fund N/A | Other securities | — | — | $130K | 0.1% | |
| TRP RETIREMENT 2005 Mutual Fund N/A | Other securities | — | — | $117K | 0.1% | |
| TRP RETIREMENT 2015 Mutual Fund N/A | Other securities | — | — | $54K | <0.1% | |
| FID GOVT MMKT K6 Mutual Fund N/A | Mutual Funds | — | — | $1K | <0.1% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
