How big is Clearwater Advisors, LLC's plan?

Clearwater Advisors, LLC's plan reported $2.2M in assets and 10 participants for 2024.

Original filing (PDF)20250708105821NAL0006846096001

Clearwater Advisors, LLC

Name: Clearwater Advisors, LLC — Clearwater Advisors, Form 5500 (2024)
Creator: Clearwater Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Clearwater Advisors 401(k) Plan

401(k) retirement plan · Clearwater Advisors, LLC's Clearwater Advisors 401(k) Plan held $2.2M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Dan Bates signed Clearwater Advisors, LLC's 2024 Form 5500 as plan administrator.

Dan Bates — 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

Clearwater Advisors, LLC's EIN is 82-0536087.

EIN 82-0536087

Plan number 001

Plan year 2024

ACK ID 20250708105821NAL0006846096001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Clearwater Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Clearwater Advisors, LLC's 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 CLEARWATER ADVISORS, LLC.

Finding similar companies…

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

Knocking points off