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Original filing (PDF)20231010075136NAL0017549411001
CLUTTER, INC
Form 5500
FILING_RECEIVED
CLUTTER 401(K) PLAN
401(k) retirement plan
Signals · 2
~433 bps in Sched C feesNo recordkeeper disclosed
Active participants
384
Accounts w/ balance
499
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 433 bps in Schedule C fees — 734% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLUTTER, INC.
Plan sponsor
Name
CLUTTER, INC
EIN
87-4762089
Address
3526 HAYDEN AVE. · CULVER CITY, CA · 90232
Phone
(512) 212-1133
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-10
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
PEGGY S. EDGE, CPA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $68K | — |
| RETIREMENT PLAN FIDUCIARIES | — | AUSTIN, TX | NONE | $18K | — |
| BAKER TILLY WEALTH MANAGEMENT, LLC | — | MADISON, WI | NONE | $14K | — |
| PEGGY S. EDGE, CPA LLC | 26-4527814 | — | NONE | $8K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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