How big is Clear Investment Group, LLC's plan?

Clear Investment Group, LLC's plan reported $242K in assets and 20 participants for 2024.

Original filing (PDF)20251030032424NAL0003478546001

Clear Investment Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Clear Investment Group, LLC 401(k) Plan

401(k) retirement plan · Clear Investment Group, LLC's Clear Investment Group, LLC 401(k) Plan held $242K in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$242K

Net assets (EOY)

$242K

People on this filing

Brianna Fowler signed Clear Investment Group, LLC's 2024 Form 5500 as plan administrator.

Brianna Fowler — 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

Clear Investment Group, LLC's EIN is 88-3819330.

EIN 88-3819330

Plan number 001

Plan year 2024

ACK ID 20251030032424NAL0003478546001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Clear Investment Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 INVESTMENT GROUP, 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

Knocking points off