Original filing (PDF)20241007075134NAL0014903921001

CLEARPRISM, LLC

Name: CLEARPRISM, LLC — CLEARPRISM & AFFILIATES 401(K) SAVINGS PLAN, Form 5500 (2023)
Creator: CLEARPRISM, LLC

Form 5500-SF

FILING_RECEIVED

CLEARPRISM & AFFILIATES 401(K) SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$823K

Net assets (EOY)

$823K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

CLEARPRISM, LLC

EIN

82-1779206all filings

Address

2701 SUNSET RIDGE DR · SUITE 302 · ROCKWALL, TX · 75032

Phone

(877) 717-7476

Industry