Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CLEARLOGIC FINANCIAL, INC.
EIN 54-1889818financial servicesLatest filing 2025
Plans
2
Retirement
2
$73K assets
Welfare
0
Participants
3
11107 SUNSET HILLS ROAD SUITE 220 - RESTON, VA 20190703-476-3521clearlogicfinancial.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $73K assets / 3 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#003
CLEARLOGIC FINANCIAL, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$64K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CLEARLOGIC FINANCIAL, INC. RETIREMENT SAVINGS PLAN
401k
Assets$9K
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 | |
|---|---|---|---|---|---|---|
| 003 | CLEARLOGIC FINANCIAL, INC. CASH BALANCE PENSION PLAN | CashBalance | $64K | 1 | 2024 | |
| 001 | CLEARLOGIC FINANCIAL, INC. RETIREMENT SAVINGS PLAN | 401k | $9K | 2 | 2025 |
Retirement plans