Sponsor portfolio
CLEARLAKE ADVISORS, LLC
EIN 68-0616170Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$3.9M assets
Welfare
0
Participants
3
617 2ND STREET, SUITE D - PETALUMA, CA 94952415-456-8324
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CLEARLAKE ADVISORS, L.L.C. RETIREMENT PLAN | 401k | $3.9M | 3 | 2025 |
Retirement plans