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Original filing (PDF)20241006095915NAL0024056416001
CLUTTER, INC
Form 5500
FILING_RECEIVED
CLUTTER 401(K) PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLUTTER, INC.
Plan sponsor
Name
CLUTTER, INC
EIN
46-2858588
Address
1101 ENTERPRISE DRIVE · ROYERSFORD, PA · 19468
Phone
(210) 929-4991
Industry
Transportation & Warehousingsee all
Plan administrator
Name
RETIREMENT PLAN FIDUCIARIES, LLC
EIN
90-0815510
City
AUSTIN, TX
Phone
(512) 394-6596
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-06
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
PEGGY S. EDGE, CPA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $70K | — |
| RETIREMENT PLAN FIDUCIARIES | — | AUSTIN, TX | NONE | $32K | — |
| BAKER TILLY WEALTH MANAGEMENT, LLC | — | MADISON, WI | NONE | $18K | — |
| PEGGY S. EDGE, CPA LLC | 26-4527814 | — | NONE | $18K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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