How big is Clearpoint Financial Solutions, Inc.'s plan?

Clearpoint Financial Solutions, Inc.'s plan reported $8K in assets and 8 participants for 2024.

Original filing (PDF)20250928123431NAL0016470562001

Clearpoint Financial Solutions, Inc.

Name: Clearpoint Financial Solutions, Inc. — 403(b) Thrift, Form 5500 (2024)
Creator: Clearpoint Financial Solutions, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

403(b) Thrift Plan of Clearpoint Financial Solutions

403(b) retirement plan · Clearpoint Financial Solutions, Inc.'s 403(b) Thrift Plan of Clearpoint Financial Solutions held $8K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8K

Net assets (EOY)

$8K

People on this filing

LYLE Lansdell signed Clearpoint Financial Solutions, Inc.'s 2024 Form 5500 as plan administrator.

LYLE Lansdell — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Clearpoint Financial Solutions, Inc.'s EIN is 54-1125309.

EIN 54-1125309

Plan number 002

Plan year 2024

ACK ID 20250928123431NAL0016470562001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Clearpoint Financial Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Clearpoint Financial Solutions, Inc.'s plan includes a 403(b) annuity.

Decision-maker contacts

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

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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