Plan Snapshot
- Plan Sponsor: Clear Peo, LLC
- Sponsor EIN: 352535759
- Sponsor Address: 2080 CABOT BLVD WEST, LANGHORNE, PA, 19047
- Plan Type: 401(k)
- Total Participants: 673
- Total Assets: $20.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 673 | $20.4M | $473,517 | $1.3M |
| 2023 | 463 | $15.7M | $555,271 | $1.4M |
| 2022 | 487 | $16.9M | $501,909 | $1.6M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| OMNI 360 WEALTH INC | INVESTMENT ADVISORY-PLAN | $64,919 | — | $64,919 |
| UHY LLP | AUDIT | $28,169 | — | $28,169 |
| STALKER & ASSOCIATES, INC | RECORDKEEPER | $24,546 | $428 | $24,974 |
| TRANSAMERICA FINANCIAL LIFE | RECORDKEEPER | $13,404 | — | $13,404 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY LLP — AUDIT
- TRANSAMERICA FINANCIAL LIFE — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $131,466
- Estimated Expense Ratio: 0.645% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $114,547 | — | — | — | — |
| 2023 | $131,998 | — | — | — | — |
| 2022 | $85,759 | — | — | — | — |