Brett Schorle signed 194529-01 Clearesult Consulting Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
194529-01 Clearesult Consulting Inc.'s EIN is 72-1572984.
Download the official 2024 Form 5500 (PDF) for 194529-01 Clearesult Consulting Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)194529-01 Clearesult Consulting Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $313K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $58K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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.
| PI | % 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 | Mutual Funds | — | $344K | $5.0M | 2.8% | |
| Fidelity Mid Cap Index | Mutual Funds | — | $101K | $3.4M | 1.9% | |
| Fidelity Small Cap Index | Mutual Funds | — | $104K | $2.9M | 1.6% | |
| Fidelity Total Bond K6 | Mutual Funds | — | $271K | $2.8M | 1.5% | |
| Calvert Us Large Cap Core Rspnb Idx R6 | Common Collective Trusts | — | $51K | $2.6M | 1.4% | |
| Fidelity 500 Index | Common Collective Trusts | — | $13K | $2.6M | 1.4% | |
| MFS Growth R6 | Mutual Funds | — | $29K | $2.6M | 1.4% | |
| 9.50% with maturities through 2034 | Bonds / Notes | — | — | $2.4M | 1.3% | |
| GROUP ANNUITY CONTRACT * Key Guaranteed Portfolio Fund | Common Stocks | — | — | $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 | Mutual Funds | — | $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 | Other securities | — | $29K | $1.3M | 0.7% | |
| Fidelity Us Bond Index | Mutual Funds | — | $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 | Other securities | — | $23K | $1.2M | 0.7% | |
| Macquarie Small Cap Core R6 | Other securities | — | $38K | $1.2M | 0.6% | |
| Fidelity Inflation-Prot Bd Index | Mutual Funds | — | $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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NFP RETIREMENT INC | — | ALISO VIEJO, CA | INVESTMENT ADVISOR | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PFK O'CONNOR DAVIES, LLP | — | HARRISON, NY | AUDITOR | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QDRO CONSULTANTS COMPANY, LLC | — | MEDINA, OH | OTHER | $300 | — |
