Stable plan record

CLEAR POINT ADVISORS, INC. 401(K) PROFIT SHARING PLAN

Sponsored by CLEAR POINT ADVISORS, INC. · EIN/PN 133990754-004

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$21,909
Administrative cost per participant
2025
$0
Active participants
2025
2
Total plan assets
2025
$974,066
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260415141653NAL00199441610012$21,909
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.