How big is Clearwater Capital Partners, LLC's plan?

Clearwater Capital Partners, LLC's plan reported $6.7M in assets and 24 participants for 2024.

Original filing (PDF)20250730084111NAL0007695826001

Clearwater Capital Partners, LLC

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

Form 5500-SF

FILING_RECEIVED

Clearwater Capital Partners 401(k) Plan

401(k) retirement plan · Clearwater Capital Partners, LLC's Clearwater Capital Partners 401(k) Plan held $6.7M in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.7M

Net assets (EOY)

$6.7M

Plan identifiers

Clearwater Capital Partners, LLC's EIN is 82-1356798.

EIN 82-1356798

Plan number 001

Plan year 2024

ACK ID 20250730084111NAL0007695826001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Clearwater Capital Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLEARWATER CAPITAL PARTNERS, LLC.

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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