How big is Clear to Close Financial Services' plan?

Clear to Close Financial Services' plan reported $22K in assets and 2 participants for 2024.

Original filing (PDF)20250717125036NAL0000438000001

Clear to Close Financial Services

Name: Clear to Close Financial Services — Clear to Close, Form 5500 (2024)
Creator: Clear to Close Financial Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Clear to Close Financial Services 401(k) Plan

401(k) retirement plan · Clear to Close Financial Services' Clear to Close Financial Services 401(k) Plan held $22K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$22K

Net assets (EOY)

$22K

People on this filing

Melissa Rivera signed Clear to Close Financial Services' 2024 Form 5500 as plan administrator.

Melissa Rivera — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Clear to Close Financial Services' EIN is 81-3732132.

EIN 81-3732132

Plan number 001

Plan year 2024

ACK ID 20250717125036NAL0000438000001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Clear to Close Financial Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Clear to Close Financial Services' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLEAR TO CLOSE FINANCIAL SERVICES.

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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