Filings through .
Clearstead Advisors, LLC
Matched across 7 name variants in the filings
Clearstead Advisors, LLC summary
Clearstead Advisors, LLC appears on 39 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $10.9B in assets for 101,333 participants. The median client plan holds $103M. Most client plans are sponsored in OH, VA and NJ. The largest clients by plan assets are Thales USA, Inc., Crown Equipment Corporation and Travel + Leisure Co.. Plans reported $2.1M in direct and indirect compensation paid to Clearstead Advisors, LLC. The median is $34K per plan.
- Participants
- 101,333
- Median plan assets
- $103M
- Median plan participants
- 1,152
- Median fees per plan
- $34K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Thales USA, Inc. | VA | $1.9B | 7,354 |
| Crown Equipment Corporation, plan 004 | OH | $1.5B | 16,540 |
| Travel + Leisure Co. | FL | $1.1B | 16,072 |
| Squire Patton Boggs (US) LLP | OH | $893M | 1,851 |
| RPM International Inc. | OH | $847M | 10,347 |
| Crown Equipment Corporation, plan 001 | OH | $503M | 3,356 |
| Thompson Hine LLP | OH | $501M | 1,152 |
| Dealer Tire, LLC | OH | $493M | 7,152 |
| Travelport Inc. | GA | $394M | 1,248 |
| Wyndham Hotels & Resorts, Inc. | NJ | $345M | 1,893 |
| Travelport, LP | GA | $249M | 2,495 |
| Libbey Glass LLC | OH | $200M | 2,162 |
| Covia Holdings LLC | OH | $199M | 1,545 |
| St. Clair Hospital | PA | $193M | 3,695 |
| Park Ohio Industries Inc | OH | $171M | 5,361 |
| Myers Industries, Inc. | OH | $151M | 2,729 |
| Emergency Physicians of Tidewater, P.L.C. | VA | $150M | 316 |
| International Association of Sheet Metal Air, Rail and Transportation | VA | $134M | 296 |
| Materion Corporation | OH | $129M | 1,164 |
| Avis Rent a Car System, LLC | NJ | $103M | 2,988 |
| Avis Budget Group, Inc. | NJ | $87.9M | 1,432 |
| Mercyhurst University | PA | $87.6M | 921 |
| Third Federal Savings and Loan Association of Cleveland | OH | $76.8M | 390 |
| Heinen's Inc. | OH | $73.8M | 1,047 |
| Hiram College | OH | $64.4M | 655 |
- Thales USA, Inc.$1.9BVAParticipants 7,354
- OHParticipants 16,540
- Travel + Leisure Co.$1.1BFLParticipants 16,072
- OHParticipants 1,851
- OHParticipants 10,347
- OHParticipants 3,356
- Thompson Hine LLP$501MOHParticipants 1,152
- Dealer Tire, LLC$493MOHParticipants 7,152
- Travelport Inc.$394MGAParticipants 1,248
- NJParticipants 1,893
- Travelport, LP$249MGAParticipants 2,495
- Libbey Glass LLC$200MOHParticipants 2,162
- Covia Holdings LLC$199MOHParticipants 1,545
- St. Clair Hospital$193MPAParticipants 3,695
- OHParticipants 5,361
- OHParticipants 2,729
- VAParticipants 316
- VAParticipants 296
- Materion Corporation$129MOHParticipants 1,164
- NJParticipants 2,988
- Avis Budget Group, Inc.$87.9MNJParticipants 1,432
- Mercyhurst University$87.6MPAParticipants 921
- OHParticipants 390
- Heinen's Inc.$73.8MOHParticipants 1,047
- Hiram College$64.4MOHParticipants 655
Top client states
- OH22 plans
- VA5 plans
- NJ3 plans
- GA2 plans
- IN2 plans
Frequently asked questions
- Who uses Clearstead Advisors, LLC?
- 39 retirement plans list Clearstead Advisors, LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Thales USA, Inc., Crown Equipment Corporation, Travel + Leisure Co., Squire Patton Boggs (US) LLP and RPM International Inc.. Most client plans are sponsored in OH, VA and NJ.
- How many plans does Clearstead Advisors, LLC serve?
- Clearstead Advisors, LLC serves 39 retirement plans with $10.9B in plan assets and 101,333 participants, based on the latest Form 5500 filings through 2024.
- What does Clearstead Advisors, LLC charge?
- Plans reported $2.1M in total Schedule C compensation paid to Clearstead Advisors, LLC. The median plan paid $34K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served39+4 YoYRank #407 of mapped providers
Assets under administration$10.9B0.0%Rank #1088 by share of filed assets
Fees received$2MMedian $33,780/planSum across Schedule C direct + indirect
Net wins YoY+816 won - 8 lostPlan-level switch detection
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