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Original filing (PDF)20250930074728NAL0014564560001
194529-01 CLEARESULT CONSULTING INC.
Form 5500
FILING_RECEIVED
CLEARESULT 401(K) PLAN
401(k) retirement plan
Active participants
2,430
Accounts w/ balance
3,399
Plan assets (EOY)
$180.1M
Net assets (EOY)
$180.1M
How this plan invests
This plan
12 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 24 bps in Schedule C fees — 138% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for 194529-01 CLEARESULT CONSULTING INC..
Plan sponsor
Name
194529-01 CLEARESULT CONSULTING INC.
EIN
72-1572984
Address
4301 WESTBANK DRIVE · BUILDING A, SUITE 250 · AUSTIN, TX · 78735
Phone
(512) 327-9200
Industry
Professional & Technical Servicessee 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
2025-09-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
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)
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $313K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | — | ALISO VIEJO, CA | INVESTMENT ADVISOR | $41K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PFK O'CONNOR DAVIES, LLP | — | HARRISON, NY | AUDITOR | $17K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $58K | — |
| QDRO CONSULTANTS COMPANY, LLC | — | MEDINA, OH | OTHER | $300 | — |
Investments
16 direct securities · 12 pooled funds· $180.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$133.4M
12 holdings
Uncategorized
$33.9M
15 holdings
Mutual Funds
$12.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| THE VANGUARD TARGET RETIRE 2050 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | $383K | $23.6M | 13.1% | |
| THE VANGUARD TARGET RETIRE 2045 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | $387K | $23.4M | 13.0% | |
| THE VANGUARD TARGET RETIRE 2035 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | $353K | $19.0M | 10.6% | |
| THE VANGUARD TARGET RETIRE 2040 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | $297K | $17.2M | 9.5% | |
| THE VANGUARD TARGET RETIRE 2055 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | $195K | $16.1M | 8.9% | |
| THE VANGUARD TARGET RETIRE 2030 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | $257K | $13.1M | 7.3% | |
| S SHARES / UNITS Vanguard Equity-Income Adm | Mutual Funds | — | $62K | $12.7M | 7.0% | |
| THE VANGUARD TARGET RETIRE 2025 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | $213K | $10.6M | 5.9% | |
| THE VANGUARD TARGET RETIRE 2060 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | $92K | $6.0M | 3.3% | |
| Fidelity Global Ex Us Index | — | — | $344K | $5.0M | 2.8% | |
| Fidelity Mid Cap Index | — | — | $101K | $3.4M | 1.9% | |
| Fidelity Small Cap Index | — | — | $104K | $2.9M | 1.6% | |
| Fidelity Total Bond K6 | — | — | $271K | $2.8M | 1.5% | |
| Calvert Us Large Cap Core Rspnb Idx R6 | — | — | $51K | $2.6M | 1.4% | |
| Fidelity 500 Index | — | — | $13K | $2.6M | 1.4% | |
| MFS Growth R6 | — | — | $29K | $2.6M | 1.4% | |
| 9.50% with maturities through 2034 | — | — | — | $2.4M | 1.3% | |
| GROUP ANNUITY CONTRACT * Key Guaranteed Portfolio Fund | — | — | — | $2.3M | 1.3% | |
| THE VANGUARD TARGET RETIRE 2020 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | $40K | $1.9M | 1.0% | |
| MFS Intl Diversification R6 | — | — | $66K | $1.5M | 0.8% | |
| THE VANGUARD TARGET RETIRE 2065 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | $36K | $1.4M | 0.8% | |
| Victory Sycamore Established Value R6 | — | — | $29K | $1.3M | 0.7% | |
| Fidelity Us Bond Index | — | — | $146K | $1.3M | 0.7% | |
| THE VANGUARD TARGET RETIRE INCM TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | $27K | $1.2M | 0.7% | |
| JPMorgan Mid Cap Growth R6 | — | — | $23K | $1.2M | 0.7% | |
| Macquarie Small Cap Core R6 | — | — | $38K | $1.2M | 0.6% | |
| Fidelity Inflation-Prot Bd Index | — | — | $111K | $989K | 0.5% | |
| THE VANGUARD TARGET RETIRE 2070 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | $2K | $44K | <0.1% |
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