# Clear Peo, LLC 401(k) Plan
Source: https://planprovider.pro/companies/clear-peo-llc-401k-plan

> Clear Peo, LLC's 401(k) plan: 673 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/uhy-llp) — AUDIT

- [TRANSAMERICA FINANCIAL LIFE](https://planprovider.pro/provider/transamerica) — 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|—|—|—|—|

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