Plan Sponsor signed Clearcapital.COM, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Clearcapital.COM, Inc.'s EIN is 68-0474135.
Download the official 2024 Form 5500 (PDF) for Clearcapital.COM, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Clearcapital.COM, Inc.'s plan includes profit-sharing, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $5K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % 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 | Other securities | — | — | $6.9M | 20.8% | |
| JPMorgan SmartRetirement 2040 R2 | Other securities | — | — | $4.0M | 12.1% | |
| JPMorgan SmartRetirement 2050 R2 | Other securities | — | — | $3.8M | 11.5% | |
| BlackRock S&P 500 Index VI | Common Collective Trusts | — | — | $2.2M | 6.6% | |
| JPMorgan SmartRetirement 2060 R2 | Other securities | — | — | $2.1M | 6.3% | |
| Franklin Growth R | Mutual Funds | — | — | $1.9M | 5.9% | |
| Massachusetts Investment Trust R2 | Other securities | — | — | $1.3M | 3.8% | |
| American Funds New Perspective R1 | Mutual Funds | — | — | $990K | 3.0% | |
| Alger Capital Appreciation Institutional R | Other securities | — | — | $969K | 2.9% | |
| Putnam Large Cap Value R | Mutual Funds | — | — | $906K | 2.7% | |
| PGIM Mid Cap Growth R | Other securities | — | — | $869K | 2.6% | |
| Fidelity Advisor Total Bond M | Mutual Funds | — | — | $704K | 2.1% | |
| Janus Henderson Balanced R | Mutual Funds | — | — | $613K | 1.8% | |
| Invesco Small Cap Growth R | Mutual Funds | — | — | $580K | 1.7% | |
| Mac Quarie Science and Technology R | Other securities | — | — | $487K | 1.5% | |
| Goldman Sachs Small Vap Value R | Other securities | — | — | $462K | 1.4% | |
| Victory Sycamore Established Value R | Other securities | — | — | $422K | 1.3% | |
| Empower General Account | Other securities | — | — | $416K | 1.2% | |
| PIMCO Income R | Mutual Funds | — | — | $406K | 1.2% | |
| American Funds Europacific Growth R2E | Mutual Funds | — | — | $383K | 1.2% | |
| Columbia Overseas Value R | Other securities | — | — | $354K | 1.1% | |
| Notes Receivable Participant Loans from Participants Rates from 3.25% to 9.5% - | Bonds / Notes | — | — | $327K | 1.0% | |
| Invesco Developing Markets R | Mutual Funds | — | — | $317K | 1.0% | |
| JPMorgan SmartRetirement 2020 R2 | Other securities | — | — | $303K | 0.9% | |
| Goldman Sachs Government Income R1 | Other securities | — | — | $265K | 0.8% | |
| Eaton Vance Atlanta Capital SMID Cap R | Other securities | — | — | $198K | 0.6% | |
| DWS Rreef Real Estate Securities R | Other securities | — | — | $177K | 0.5% | |
| Invesco Gold & Special Minerals R | Mutual Funds | — | — | $174K | 0.5% | |
| Empower S&P Small Cap 600 Index L | Other securities | — | — | $137K | 0.4% | |
| Empower S&P Mid Cap 400 Index L | Other securities | — | — | $137K | 0.4% | |
| Franklin Utilities R | Mutual Funds | — | — | $129K | 0.4% | |
| BlackRock Health Sciences Opp R | Other securities | — | — | $84K | 0.3% | |
| Neuberger Berman Sustainable Equity R3 | Other securities | — | — | $78K | 0.2% | |
| Franklin Small Vap Value R | Mutual Funds | — | — | $77K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
