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Original filing (PDF)20251003143443NAL0001514721001
CLEARCAPITAL.COM, INC.
Form 5500
FILING_RECEIVED
CLEARCAPITAL 401(K) PLAN
401(k) retirement plan
Active participants
288
Accounts w/ balance
541
Plan assets (EOY)
$33.2M
Net assets (EOY)
$33.2M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLEARCAPITAL.COM, INC..
Plan sponsor
Name
CLEARCAPITAL.COM, INC.
EIN
68-0474135
Address
300 E 2ND ST FL 14TH · RENO, NV · 89501
Phone
(530) 550-2557
Industry
Finance & Insurancesee 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
2025-10-03
Pension benefit codes
2E · Profit-sharing
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $5K | — |
Investments
34 direct securities · 1 pooled fund· $65.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$33.2M
34 holdings
Pooled Separate Account
$32.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT 401 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $32.5M | 97.8% | |
| JPMorgan SmartRetirement 2030 R2 | — | — | — | $6.9M | 20.8% | |
| JPMorgan SmartRetirement 2040 R2 | — | — | — | $4.0M | 12.1% | |
| JPMorgan SmartRetirement 2050 R2 | — | — | — | $3.8M | 11.5% | |
| BlackRock S&P 500 Index VI | — | — | — | $2.2M | 6.6% | |
| JPMorgan SmartRetirement 2060 R2 | — | — | — | $2.1M | 6.3% | |
| Franklin Growth R | — | — | — | $1.9M | 5.9% | |
| Massachusetts Investment Trust R2 | — | — | — | $1.3M | 3.8% | |
| American Funds New Perspective R1 | — | — | — | $990K | 3.0% | |
| Alger Capital Appreciation Institutional R | — | — | — | $969K | 2.9% | |
| Putnam Large Cap Value R | — | — | — | $906K | 2.7% | |
| PGIM Mid Cap Growth R | — | — | — | $869K | 2.6% | |
| Fidelity Advisor Total Bond M | — | — | — | $704K | 2.1% | |
| Janus Henderson Balanced R | — | — | — | $613K | 1.8% | |
| Invesco Small Cap Growth R | — | — | — | $580K | 1.7% | |
| Mac Quarie Science and Technology R | — | — | — | $487K | 1.5% | |
| Goldman Sachs Small Vap Value R | — | — | — | $462K | 1.4% | |
| Victory Sycamore Established Value R | — | — | — | $422K | 1.3% | |
| Empower General Account | — | — | — | $416K | 1.2% | |
| PIMCO Income R | — | — | — | $406K | 1.2% | |
| American Funds Europacific Growth R2E | — | — | — | $383K | 1.2% | |
| Columbia Overseas Value R | — | — | — | $354K | 1.1% | |
| Notes Receivable Participant Loans from Participants Rates from 3.25% to 9.5% - | — | — | — | $327K | 1.0% | |
| Invesco Developing Markets R | — | — | — | $317K | 1.0% | |
| JPMorgan SmartRetirement 2020 R2 | — | — | — | $303K | 0.9% | |
| Goldman Sachs Government Income R1 | — | — | — | $265K | 0.8% | |
| Eaton Vance Atlanta Capital SMID Cap R | — | — | — | $198K | 0.6% | |
| DWS Rreef Real Estate Securities R | — | — | — | $177K | 0.5% | |
| Invesco Gold & Special Minerals R | — | — | — | $174K | 0.5% | |
| Empower S&P Small Cap 600 Index L | — | — | — | $137K | 0.4% | |
| Empower S&P Mid Cap 400 Index L | — | — | — | $137K | 0.4% | |
| Franklin Utilities R | — | — | — | $129K | 0.4% | |
| BlackRock Health Sciences Opp R | — | — | — | $84K | 0.3% | |
| Neuberger Berman Sustainable Equity R3 | — | — | — | $78K | 0.2% | |
| Franklin Small Vap Value R | — | — | — | $77K | 0.2% |
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