CLEAR INVESTMENT RESEARCH, LLC
16 known aliases resolved via the canonical alias map
Market position · 2024
Plans served14-1 YoYRank #997 of mapped providers
Assets under administration$5.8B0.0%Market share · rank #1700
Fees received$834,349Median $55,027/planSum across Schedule C direct + indirect
Net wins YoY-12 won · 3 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical CLEAR INVESTMENT RESEARCH, LLC plan look like?
Service mix · median fees per plan
Count of plans where CLEAR INVESTMENT RESEARCH, LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan); Direct payment from the planCode 27 | 6 | $50,000 | |
Consulting (general)Code 16 | 3 | $60,848 | |
Investment management; Investment management fees paid directly by planCode 28 | 2 | $53,034 | |
Other feesCode 99 | 2 | $19,912 | |
Investment advisory (participants); Investment management fees paid directly by plan; Investment advisory (plan)Code 26 | 1 | $173,558 |
Competitor overlap
Percent of CLEAR INVESTMENT RESEARCH, LLC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under CLEAR INVESTMENT RESEARCH, LLC.
| Sponsor | From | Assets |
|---|---|---|
ATLANTA PLUMBERS & STEAMFITTERS PENSION FUNDFL · 581233396-001 | POLEN CAPITAL | $452M |
Plans lost in 2024
Appeared last year under CLEAR INVESTMENT RESEARCH, LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
THE HONEY BAKED HAM COMPANY, LLCGA · 473373810-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $34M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
GRAPHIC PACKAGING INTERNATIONAL, LLCGA · 840772929-007 | $1.3B | 12,209 | $60,848 | 9y | 2 |
CONTINENTAL TIRE THE AMERICAS, LLCSC · 341417030-007 | $1.3B | 12,855 | $70,000 | 8y | 1 |
CONTINENTAL AUTOMOTIVE, INC.SC · 510304065-013 | $1.1B | 4,437 | $70,000 | 8y | 1 |
VITESCO TECHNOLOGIES USA, LLCMI · 831870421-202 | $586M | 2,768 | $81,358 | 5y | 1 |
GRAPHIC PACKAGING INTERNATIONAL, LLCGA · 840772929-008 | $566M | 6,655 | $49,206 | 9y | 1 |
ATLANTA PLUMBERS & STEAMFITTERS PENSION FUNDFL · 581233396-001 | $452M | 5,052 | $78,118 | 2y | - |
RICELAND FOODS, INC.AR · 710578942-002 | $324M | 1,833 | $27,949 | 4y | - |
GRAY MEDIAGA · 580285030-001 | $113M | 2,146 | $131,235 | 10y | - |
ATX PEO SERVICES, INC.ID · 921119949-001 | $35M | 1,950 | $173,558 | 1y | 2 |
PLAN COMPLIANCE SERVICES, INC.FL · 593708427-033 | $28M | 1,514 | $15,941 | 2y | - |
Flag exposure
92.9%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (16)
Raw Schedule C names collapsed into CLEAR INVESTMENT RESEARCH, LLC.
- CLEAR ARC CAPITAL
- CLEAR ARC CAPITAL, INC
- CLEAR BRIDGE
- CLEAR BRIDGE INTERNATIONAL
- CLEAR CREEK FIN MANAGEMENET
- CLEAR CREEK FIN MANAGEMENT
- CLEAR CREEK FINANCIAL MANAGEMENT
- CLEAR CREEK FINANCIAL MANAGEMENT, L
- CLEAR INVESTMENT REASEARCH, LLC
- CLEAR INVESTMENT RESEARCH
- CLEAR INVESTMENT RESEARCH LLC
- CLEAR INVESTMENT RESEARCH, LLC
- CLEAR INVESTMENT RESEARCH, LLC.
- CLEAR SAILING INVESTMENT GROUP
- CLEAR WEALTH MANAGEMENT
- THE CLEAR WEALTH MANAGEMENT
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for CLEAR INVESTMENT RESEARCH, LLC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 3 | 21.43% | 1.71% | +19.72 pp |
| Failed to provide benefit | 3 | 21.43% | 0.14% | +21.29 pp |
| Corrective distributions | 2 | 14.29% | 1.76% | +12.53 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with CLEAR INVESTMENT RESEARCH, LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent