# THE CLEARVIEW SCHOOL 401(K) SAVINGS PLAN

Retirement plan sponsored by **CLEARVIEW SCHOOL**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | CLEARVIEW SCHOOL |
| EIN | 132554243 |
| Plan number | 002 |
| Plan year | 2025 |
| Location | BRIARCLIFF MANOR, NY |
| Industry | n/a |
| Total assets (end of year) | $5.1M |
| Participants | 178 |

## Service providers (Schedule C)

| Provider | Role |
|---|---|
| PRINCIPAL FINANCIAL GROUP | Recordkeeping fees; Contract Administrator; Participant loan processing; Direct payment from the plan |
| MERRILL LYNCH PIERCE FENNER & SMITH | Investment advisory (plan); Direct payment from the plan; Consulting (pension) |
| MORNINGSTAR | Consulting fees; Investment advisory (participants) |

## Other plans from this sponsor

- THE RETIREMENT PLAN OF AMIC / CLEAR VIEW SCHOOL: https://planoptica.com/retirement/132554243-001

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/retirement/132554243-002
- Cite as: PlanOptica, https://planoptica.com/retirement/132554243-002
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