Original filing (PDF)20250928123431NAL0016470562001

CLEARPOINT FINANCIAL SOLUTIONS, INC.

Name: CLEARPOINT FINANCIAL SOLUTIONS, INC. — 403B THRIFT PLAN OF CLEARPOINT FINANCIAL SOLUTIONS, Form 5500 (2024)
Creator: CLEARPOINT FINANCIAL SOLUTIONS, INC.

Form 5500-SF

FILING_RECEIVED

403B THRIFT PLAN OF CLEARPOINT FINANCIAL SOLUTIONS

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8K

Net assets (EOY)

$8K

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.

Decision-maker contacts

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

Plan sponsor

Name

CLEARPOINT FINANCIAL SOLUTIONS, INC.

EIN

54-1125309all filings

Address

12603 SOUTHWEST FREEWAY,STE 450MB 8 · STAFFORD, TX · 77477

Phone

(713) 394-3456

Industry

Finance & Insurancesee all

Plan administrator