How big is Cleartrack Financial Advisors, LLC's plan?

Cleartrack Financial Advisors, LLC's plan reported $773K in assets and 3 participants for 2025.

Original filing (PDF)20260413102136NAL0010306355001

Cleartrack Financial Advisors, LLC

Name: Cleartrack Financial Advisors, LLC — Cleartrack, Form 5500 (2025)
Creator: Cleartrack Financial Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cleartrack Financial Advisors 401(k) Plan

401(k) retirement plan · Cleartrack Financial Advisors, LLC's Cleartrack Financial Advisors 401(k) Plan held $773K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$773K

Net assets (EOY)

$773K

Plan identifiers

Cleartrack Financial Advisors, LLC's EIN is 47-5569837.

EIN 47-5569837

Plan number 001

Plan year 2025

ACK ID 20260413102136NAL0010306355001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Cleartrack Financial Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Cleartrack Financial Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLEARTRACK FINANCIAL ADVISORS, LLC.

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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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

CLEARTRACK FINANCIAL ADVISORS, LLC

EIN

all filings

Address

2222 CHESTNUT AVE, SUITE 203 · GLENVIEW, IL · 60026

Phone

(847) 847-4304

Industry

Finance & Insurance

Plan administrator