# The Clearing, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-clearing-inc-401k-plan

> The Clearing, INC.'s 401(k) plan: 108 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Clearing, INC.

- **Sponsor EIN:** 261287688

- **Sponsor Address:** 1250 CONNECTICUT AVENUE NORTHWEST, WASHINGTON, DC, 20036

- **Plan Type:** 401(k)

- **Total Participants:** 108

- **Total Assets:** $9.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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.|

| 2024|108|$9.4M|$452,355|$1.0M|

| 2023|129|$8.0M|$435,429|$969,762|

| 2022|111|$7.3M|$386,319|$818,009|

## 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|

| GRANT THORNTON|Auditor|$22,863|—|$22,863|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GRANT THORNTON](https://planprovider.pro/provider/grant-thornton-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $22,863

- **Estimated Expense Ratio:** 0.243% 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|$73,431|—|$1,500|$22,863|—|

| 2023|$52,268|—|$52,268|—|—|

| 2022|$59,999|—|$59,999|—|—|

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