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Original filing (PDF)20250728050646NAL0002302304001
CLEARSULTING LLC
Form 5500
FILING_RECEIVED
CLEARSULTING 401K
401(k) retirement plan
Signals · 1
27% in single holding
Active participants
225
Accounts w/ balance
252
Plan assets (EOY)
$9.9M
Net assets (EOY)
$9.9M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "FID FREE INDX 2055 IP" is 27% of plan.
Helping the score
- Below-peer total fees (26 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLEARSULTING LLC.
Plan sponsor
Name
CLEARSULTING LLC
EIN
47-5304178
Address
1621 EUCLID AVE · SUITE 2150 · CLEVELAND, OH · 44115
Phone
(440) 488-4274
Industry
Professional & Technical Servicessee all
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
2025-07-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDG-CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $5K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, INC. | 43-1451524 | — | CONSULTANT | $21K | — |
Investments
26 direct securities · 1 pooled fund· $9.8M(99% of reported assets)
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.
Registered Investment Companies
$9.8M
26 holdings
Common Collective Trust
$17K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FREE INDX 2055 IP | Registered Investment Companies | — | — | $2.7M | 26.7% | |
| FID FREE INDX 2060 IP | Registered Investment Companies | — | — | $1.6M | 16.3% | |
| FID FREE INDX 2050 IP | Registered Investment Companies | — | — | $1.0M | 10.1% | |
| FID 500 IND | Registered Investment Companies | — | — | $799K | 8.0% | |
| FID FREE INDX 2045 IP | Registered Investment Companies | — | — | $531K | 5.3% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $484K | 4.9% | |
| FID FREE INDEX 2065 IP | Registered Investment Companies | — | — | $406K | 4.1% | |
| FID FREE INDX 2035 IP | Registered Investment Companies | — | — | $326K | 3.3% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $318K | 3.2% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $250K | 2.5% | |
| FIDELITY SMALL CAP VALUE INDEX | Registered Investment Companies | — | — | $183K | 1.8% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $177K | 1.8% | |
| FID US BOND IND | Registered Investment Companies | — | — | $164K | 1.7% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $159K | 1.6% | |
| FID FREE INDX 2015 IP 144 REGISTERED INVESTMENT COMPANY FID FREE INDX 2040 IP | Registered Investment Companies | — | — | $123K | 1.2% | |
| PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $111K | 1.1% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $108K | 1.1% | |
| FID FREE INDX 2030 IP 700 REGISTERED INVESTMENT COMPANY PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $102K | 1.0% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $77K | 0.8% | |
| FID TOTAL INTERNATIONAL INDEX | Registered Investment Companies | — | — | $65K | 0.7% | |
| VAN COMM STRATEGY ADMIRAL | Registered Investment Companies | — | — | $53K | 0.5% | |
| FID FREE INDX 2025 IP | Registered Investment Companies | — | — | $27K | 0.3% | |
| FID US SUST INDEX | Registered Investment Companies | — | — | $21K | 0.2% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $17K | 0.2% | |
| FID FREE INDX 2020 IP 144 REGISTERED INVESTMENT COMPANY MFS TOTAL RETURN - R6 | Registered Investment Companies | — | — | $13K | 0.1% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $12K | 0.1% | |
| FID FREE INDX INCOME IP | Registered Investment Companies | — | — | $5K | <0.1% |
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