Clear Peo, Llc 401(k) Savings Plan
Sponsored by Clear Peo, Llc · EIN 352535759 · Plan #333
- Total assets
- $20.4M
- Net assets
- $20.3M
- Active participants
- 673
- With balances
- 402
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 |
|---|---|---|
| Omni 360 Wealth, Inc. CRD 124878 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Omni 360 Wealth Inc | Investment advisory (plan) | $64,919 |
| Uhy Llp | Accounting | $28,169 |
| Stalker & Associates, Inc | Recordkeeping, Participant loan processing, Recordkeeping fees | $24,546 |
| Transamerica Financial Life | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $13,404 |
| Transamerica Trust Company | Trustee (institutional) | $208 |