Plans listing this provider
16
0.03% of the 56,420 plans with Schedule H financials; 15 in 2023
Providers › Clearstead Advisors, LLC
Clearstead Advisors, LLC
- Service provider, as named on Schedule C
- EIN 341597728
- Plan year 2024
- Direct compensation reported $967,144
Assets of those plans
$7,191,167,802
0.09% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$967,144
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 7 |
| 70 | Consulting fees | 5 |
| 50 | Direct payment from the plan | 4 |
| 10 | Accounting (including auditing) | 2 |
| 26 | Investment advisory (participants) | 2 |
| 16 | Consulting (general) | 1 |
| 28 | Investment management | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Thales Incentive 401(k) Savings Plan | Thales USA | $1,596,672,821 | 7,370 | $163,053 |
| Crown Equipment Corporation 401(k) Retirement Savings Plan and Trust | Crown Equipment | $1,268,122,375 | 15,424 | $120,000 |
| Travel + Leisure Co. Employee Savings Plan | Travel + Leisure | $962,884,285 | 9,388 | $98,419 |
| Avis Budget Group, Inc. Employee Savings Plan | Avis Budget Group | $718,240,620 | 10,170 | $30,000 |
| Materion Corporation Retirement Savings Plan | Materion | $465,773,745 | 3,338 | $51,876 |
| Thompson Hine LLP Retirement Plan | Thompson Hine | $460,060,601 | 1,106 | $85,837 |
| Travelport Employee Savings Plan | Travelport | $420,551,648 | 1,508 | $122,217 |
| Dealer Tire LLC 401(k) Savings Plan | Dealer Tire | $419,439,202 | 6,697 | $42,270 |
| Covia Retirement Savings Plan | Covia Holdings | $247,130,523 | 2,077 | $45,000 |
| Monster Worldwide Inc. 401(k) Savings Plan | Monster Worldwide | $223,331,318 | 1,486 | $21,481 |
| Emergency Physicians of Tidewater, PLC 401(k) & Profit Sharing Plan | Emergency Physicians of Tidewater P.L.C. | $140,740,807 | 265 | $62,030 |
| Invacare Retirement Savings Plan | Invacare | $135,024,494 | 1,064 | $53,044 |
| AB Car Rental Services Retirement Savings Plan for Bargaining Hourly Employees | Avis Budget Group | $82,420,687 | 1,606 | $15,000 |
| Cameron Memorial Community Hospital Inc Employees' Retirement Plan | Cameron Memorial Community Hospital | $33,515,415 | 816 | $30,000 |
| Thirty-one Gifts 401(k) Plan | Thirty-one Gifts | $12,079,446 | 209 | $8,167 |
| ID Castings, LLC 401(k) Plan | ID Castings | $5,179,815 | 186 | $18,750 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.