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  2. Clear Advice Financial LLC

Filings through Oct 24, 2026.

Sponsor portfolio

Clear Advice Financial LLC

EIN 26-4714638-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$74K assets
Welfare
0
Participants
4
6240 NW 21ST CT - BOCA RATON, FL 334962649561-400-2024
Plans on this EIN
1 filing
#002401(k)-$74K - 4 part

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Retirement#002

CLEAR ADVICE FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k)

Assets$74K
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002CLEAR ADVICE FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST401(k)$74K42025
Retirement plans
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