Clear Street 401(k) Plan
Sponsored by Clear Street Management Llc · EIN 363862498 · Plan #001
- Total assets
- $45.3M
- Net assets
- $45.3M
- Active participants
- 537
- With balances
- 635
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cetera Advisors Llc | Investment advisory (plan) | $12,079 |
| Strategic Advisors Inc | Investment advisory (plan) | $4,074 |
| Fidelity Investments | Participant loan processing, Recordkeeping fees, Account maintenance fees | $2,780 |