Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Clearly Unique Charters, Inc.
EIN 46-2601591Arts, Entertainment, and RecreationLatest filing 2025
Plans
2
Retirement
2
$361K assets
Welfare
0
Participants
4
111 PALERMO DR. - ISLAMORADA, FL 33036305-747-8651
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $361K assets / 4 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
CLEARLY UNIQUE CHARTERS, INC. CASH BALANCE PLAN
Cash balance
Assets$306K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CLEARLY UNIQUE CHARTERS, INC. 401(K) PLAN
401(k)
Assets$54K
Participants2
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 | CLEARLY UNIQUE CHARTERS, INC. CASH BALANCE PLAN | Cash balance | $306K | 2 | 2025 | |
| 001 | CLEARLY UNIQUE CHARTERS, INC. 401(K) PLAN | 401(k) | $54K | 2 | 2025 |
Retirement plans