Plan Ledger DOL Form 5500 · updated monthly

Clear Sight Partners, LLC401(k)

CLEAR SIGHT PARTNERS 401(K) PLAN · OLDSMAR, FL · plan year 2024

Reported admin expense ratio · 2024
1.37%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Clear Sight Partners, LLC reported $71,587 in plan administrative expenses for 2024: 1.37% of average plan assets, higher than ~90% of peers. Employer contributions averaged $728 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 1.11% to 1.37%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Florida (2,276th of 3,644), and 7,224th of 11,911 in health care & social assistance. In 2024, employees put in $2.92 for every $1.00 the employer contributed; active participation has grown from 194 to 388 since 2022.

Plan summary
Net assets, end of year$6,261,450
Participants with balances170
Active participants388
Employer contributions$282,653
Employee contributions$824,494
Employer contribution per active participant$728
Average account balance$36,832
Benefits paid to participants$519,944
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$0 · $109K emplr
2024$6.3M · 170 accts · $283K emplr
2023$4.2M · 117 accts · $282K emplr
2022$2.4M · 108 accts · $216K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$71,587
Total administrative$71,587
The Clear Sight Partners, LLC 401(k) match · 2024
Employer contribution per active participant$728
Median for plans this size$1,313
2024$728 per active participant
2023$1,331 per active participant
2022$1,114 per active participant

Clear Sight Partners, LLC's 2024 employer contribution ran below the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$43,986
CLARK SCHAEFER HACKETT · Accounting / audit$22,029
JANET A. PANEBIANCO, CPA, PLLC · Contract administrator · Other services$5,625
HAUSER RETIREMENT SOULTIONS 2 LLC · Investment advisory (plan)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025Not separately reported
2024$71,587 · 1.37%
2023$59,948 · 1.81%
2022$32,714 · 1.11%
Same employer
Similar plansHealth Care & Social Assistance · Florida
Kids Central, Inc. FL$6.6M · 0.49%
Opuscare Management LLC FL$6.1M · 0.14%
Revivehealth, Inc FL$6.1M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 853070386 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.