PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. RATCLIFF INC DBA CLARIFY360
Sponsor portfolio

RATCLIFF INC DBA CLARIFY360

EIN 81-1117803-Information-Latest filing 2025
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
22
102 W. MAIN STREET, P.O. BOX 432 - NEW ALBANY, OH 43054614-282-1632
Plans on this EIN
2 filings
#001401k-$1.6M - 14 part#002CashBalance-$965K - 8 part

Retirement portfolio analytics

2 plans aggregated / $2.5M assets / 22 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • PROFIT SHARING PLAN (#001)62%
  • CASH BALANCE PLAN (#002)38%
Total $2.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)14
  • CASH BALANCE PLAN (#002)8
Total 22Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CLARIFY360 401(K) PROFIT SHARING PLAN

401k

Assets$1.6M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CLARIFY360 CASH BALANCE PLAN

CashBalance

Assets$965K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CLARIFY360 401(K) PROFIT SHARING PLAN401k$1.6M142025
002CLARIFY360 CASH BALANCE PLANCashBalance$965K82024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica