Plan Snapshot
- Plan Sponsor: Clear Sight Partners, LLC
- Sponsor EIN: 853070386
- Sponsor Address: 3935 TAMPA ROAD, SUITE 4, OLDSMAR, FL, 34677
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 388 | $6.3M | $282,653 | $824,494 |
| 2023 | 212 | $4.2M | $282,117 | $627,082 |
| 2022 | 194 | $2.4M | $216,194 | $465,276 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $43,986 | — | $43,986 |
| CLARK SCHAEFER HACKETT | Other Service Provider | $22,029 | — | $22,029 |
| HAUSER RETIREMENT SOULTIONS 2 LLC | Investment Advisor | — | $21,445 | $21,445 |
| JANET A. PANEBIANCO, CPA, PLLC | Recordkeeper | $5,625 | $2,524 | $8,149 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $95,609
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 |
|---|---|---|---|---|---|
| 2025 | $216,965 | — | $24,707 | — | — |
| 2024 | $71,587 | — | $71,587 | — | — |
| 2023 | $59,948 | — | $59,948 | — | — |
| 2022 | $32,714 | — | $32,714 | — | — |