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  2. Clearwater Advisors, LLC

Filings through Sep 24, 2026.

Sponsor portfolio

Clearwater Advisors, LLC

EIN 82-0536087-investment management-Latest filing 2025
Plans
1
Retirement
1
$2.8M assets
Welfare
0
Participants
11
101 S. CAPITOL BLVD STE 1201 - BOISE, ID 83702208-996-8184clearwateradvisors.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
1 filing
#001401(k)-$2.8M - 11 part

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Retirement#001

CLEARWATER ADVISORS 401(K) PLAN

401(k)

Assets$2.8M
Participants11
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CLEARWATER ADVISORS 401(K) PLAN401(k)$2.8M112025
Retirement plans
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