How big is Clear2 Mortgage Inc.'s plan?

Clear2 Mortgage Inc.'s plan reported $40K in assets and 19 participants for 2023.

Original filing (PDF)20241008110349NAL0034459938001

Clear2 Mortgage Inc.

Name: Clear2 Mortgage Inc. — Form 5500 (2023)
Creator: Clear2 Mortgage Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Clear2 Mortgage Inc. held $40K in plan assets for 19 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$40K

Net assets (EOY)

$40K

People on this filing

Chris KAS-Marogi signed Clear2 Mortgage Inc.'s 2023 Form 5500 as plan administrator.

Chris KAS-Marogi — 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

Clear2 Mortgage Inc.'s EIN is 84-3270126.

EIN 84-3270126

Plan number 001

Plan year 2023

ACK ID 20241008110349NAL0034459938001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Clear2 Mortgage Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Clear2 Mortgage Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLEAR2 MORTGAGE INC.

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Plan health score

Above-average plan

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