How big is Clear Strategy Partners, LLC's plan?

Clear Strategy Partners, LLC's plan reported $1.4M in assets and 14 participants for 2024.

Original filing (PDF)20251015083353NAL0002110867001

Clear Strategy Partners, LLC

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

Form 5500-SF

FILING_RECEIVED

Clear Strategy Partners 401(k) Plan

401(k) retirement plan · Clear Strategy Partners, LLC's Clear Strategy Partners 401(k) Plan held $1.4M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Clear Strategy Partners, LLC's EIN is 85-1165302.

EIN 85-1165302

Plan number 001

Plan year 2024

ACK ID 20251015083353NAL0002110867001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Clear Strategy Partners, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 STRATEGY 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