Tom Carter signed Clutter, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Clutter, Inc.'s EIN is 87-4762089.
Download the official 2022 Form 5500 (PDF) for Clutter, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Clutter, Inc.'s plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $68K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PEGGY S. EDGE, CPA LLC | 26-4527814 | — | NONE | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2065 Fund Vanguard 0 | Mutual Funds | — | — | $695K | 27.9% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | Mutual Funds | — | — | $522K | 20.9% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | Mutual Funds | — | — | $370K | 14.8% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | Mutual Funds | — | — | $239K | 9.6% | |
| iShares S&P 500 Index K iShares 0 | Common Collective Trusts | — | — | $212K | 8.5% | |
| TIAA-CREF Large-Cap Growth Index Instl TIAA-CREF 0 | Mutual Funds | — | — | $78K | 3.1% | |
| Vanguard Tax-Managed Small-Cap Adm Vanguard 0 51 Vanguard Treasury Money Market Vanguard 0 | Mutual Funds | — | — | $72K | 2.9% | |
| Vanguard Extended Market Index Adm Vanguard 0 183 Vanguard Small-Cap Growth ETF Vanguard 0 | Mutual Funds | — | — | $49K | 1.9% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | Mutual Funds | — | — | $43K | 1.7% | |
| Vanguard Small-Cap Value Index ETF Vanguard 0 | Mutual Funds | — | — | $36K | 1.4% | |
| Fidelity U.S. Bond Index Fund Fidelity 0 | Common Collective Trusts | — | — | $34K | 1.4% | |
| Fidelity Large Cap Value Index Fidelity 0 | Mutual Funds | — | — | $34K | 1.3% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $27K | 1.1% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | Mutual Funds | — | — | $18K | 0.7% | |
| Schwab International Index Select Schwab 0 | Mutual Funds | — | — | $13K | 0.5% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | Mutual Funds | — | — | $12K | 0.5% | |
| Vanguard Balanced Index Adm Vanguard 0 | Mutual Funds | — | — | $11K | 0.4% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | Mutual Funds | — | — | $8K | 0.3% | |
| iShares Russell Mid-Cap Index Instl iShares 0 | Other securities | — | — | $8K | 0.3% | |
| Vanguard Target Retirement Income Fund Vanguard 0 587 Vanguard Tax-Managed Capital Apprec Adm Vanguard 0 | Mutual Funds | — | — | $4K | 0.2% | |
| Principal SmallCap S&P 600 Index R6 Principal 0 | Other securities | — | — | $3K | 0.1% | |
| BNY Mellon Bond Market Index I BNY Mellon 0 | Other securities | — | — | $2K | <0.1% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT PLAN FIDUCIARIES | — | AUSTIN, TX | NONE | $18K | — |
| BAKER TILLY WEALTH MANAGEMENT, LLC | — | MADISON, WI | NONE | $14K | — |
