Jessica Lerner signed Clearcaptions, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Clearcaptions, LLC's EIN is 47-2257839.
Download the official 2024 Form 5500 (PDF) for Clearcaptions, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Clearcaptions, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $51K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | — | SANTA BARBARA, CA | INVESTMENT ADVISOR | $36K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2045 Premier | Mutual Funds | — | — | $2.5M | 14.4% | |
| Fidelity Freedom Index 2035 Premier | Mutual Funds | — | — | $2.3M | 13.2% | |
| Fidelity Freedom Index 2055 Premier | Mutual Funds | — | — | $1.8M | 10.2% | |
| Fidelity Freedom Index 2050 Premier | Mutual Funds | — | — | $1.7M | 9.9% | |
| Fidelity Freedom Index 2030 Premier | Mutual Funds | — | — | $1.4M | 8.2% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $1.1M | 6.1% | |
| Fidelity Freedom Index 2040 Premier | Mutual Funds | — | — | $1.0M | 5.8% | |
| Fidelity Freedom Index 2025 Premier | Mutual Funds | — | — | $775K | 4.4% | |
| JPMorgan Large Cap Growth | Other securities | — | — | $770K | 4.4% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $611K | 3.5% | |
| Fidelity Freedom Index 2060 Premier | Mutual Funds | — | — | $553K | 3.1% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $474K | 2.7% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $451K | 2.6% | |
| Notes receivable from participants Interest rates range from 4.25% to 9.50% | Bonds / Notes | — | — | $361K | 2.1% | |
| American Funds American Mutual | Mutual Funds | — | — | $334K | 1.9% | |
| American Funds New World Fund | Mutual Funds | — | — | $206K | 1.2% | |
| PGIM High Yield Fund | Other securities | — | — | $171K | 1.0% | |
| BlackRock Mid Cap Growth Equity | Other securities | — | — | $156K | 0.9% | |
| Fidelity Freedom Index 2065 Premier | Mutual Funds | — | — | $152K | 0.9% | |
| Invesco Small Cap Value | Mutual Funds | — | — | $117K | 0.7% | |
| Alliance Bernstein Small Cap Growth Advisor | Other securities | — | — | $89K | 0.5% | |
| American Funds Europacific Growth | Mutual Funds | — | — | $88K | 0.5% | |
| Victory Capital Sycamore Established Value Fund | Other securities | — | — | $63K | 0.4% | |
| Nuveen Real Estate Securities Select | Mutual Funds | — | — | $37K | 0.2% | |
| PIMCO Global Bond Opportunities Institutional | Mutual Funds | — | — | $27K | 0.2% | |
| Fidelity Freedom Index 2015 Premier | Mutual Funds | — | — | $25K | 0.1% | |
| John Hancock Bond Fund | Other securities | — | — | $24K | 0.1% | |
| Fidelity Advisor Strategic Income | Mutual Funds | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
