Form 5500 Search

CLEARVIEW WEALTH ADVISORS

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
3
Active participants
1,104
Total plan assets
$52.1M
Filings (rows)
3
Direct comp
$133K
Indirect comp
$0

SERVICES PROVIDED

Advisor / Consultant3

Top plans served

All 3 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
BRODART CO.
BRODART RETIREMENT PLAN
WILLIAMSPORT, PA
Advisor / Consultant
ADVISOR
378$17.8M$42K
BRODART CO.
BRODART RETIREMENT PLAN
WILLIAMSPORT, PA
Advisor / Consultant
ADVISOR
360$17.5M$43K
BRODART CO.
BRODART RETIREMENT PLAN
WILLIAMSPORT, PA
Advisor / Consultant
ADVISOR
366$16.8M$47K
CLEARVIEW WEALTH ADVISORS — Form 5500 Service Provider Profile | Form 5500 Search