Clearwater Industries, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Clearwater Industries, INC.
  • Sponsor EIN: 301194706
  • Sponsor Address: 11601 S. CLEVELAND AVE. STE 14, FORT MYERS, FL, 33907
  • Plan Type: 401(k)
  • Total Participants: 17
  • Total Assets: $632,266

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202417$632,266$25,685$43,018
202316$595,807$23,597$39,482
202211$530,542$0$35,382

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