Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JAMES CLEAR HOLDINGS, LLC
EIN 27-3408566Arts, Entertainment, and RecreationLatest filing 2025
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
6
2935 E. MAIN STREET, UNIT #9361 - COLUMBUS, OH 43209513-376-1931
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M assets / 6 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
JAMES CLEAR HOLDINGS, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$877K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JAMES CLEAR HOLDINGS 401(K) PROFIT SHARING PLAN
401k
Assets$542K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JAMES CLEAR HOLDINGS, LLC CASH BALANCE PENSION PLAN | CashBalance | $877K | 3 | 2025 | |
| 001 | JAMES CLEAR HOLDINGS 401(K) PROFIT SHARING PLAN | 401k | $542K | 3 | 2025 |
Retirement plans