Clear Sight Partners 401(k) Plan
Sponsored by Clear Sight Partners, Llc · EIN 853070386 · Plan #001
- Total assets
- $6.3M
- Net assets
- $6.3M
- Active participants
- 388
- With balances
- 170
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Hauser Retirement Solutions 2 Llc CRD 299959 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $43,986 |
| Clark Schaefer Hackett | Accounting, Direct payment from the plan | $22,029 |
| Janet A. Panebianco, Cpa, Pllc | Contract administrator, Direct payment from the plan, Other services | $5,625 |
| Hauser Retirement Soultions 2 Llc | Investment advisory (plan), Other fees | $0 |