Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Clearstead Advisors, LLC
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 39 retirement plans with 100 or more participants reported paying Clearstead Advisors, LLC $5,000 or more. Those plans cover 113,090 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $1.9M. Per plan, the median was $26.62 per participant, with the middle half of plans between $11.66 and $71.71. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Ohio (17), New Jersey (6) and Virginia (5).
In 2009 it appeared on 17 such filings; in 2024, 39. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $11.66 | $26.62 | $71.71 |
| Compensation as a share of plan net assets | 0.02% | 0.03% | 0.06% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Travel + Leisure Co. Employee Savings Plan | Travel + Leisure Co. | FL | 16,663 | $962M | $98K |
| Avis Budget Group, Inc. Employee Savings Plan | Avis Budget Group, Inc. | NJ | 16,412 | $718M | $30K |
| Crown Equipment Corporation 401(k) Retirement Savings Plan and Trust | Crown Equipment Corporation | OH | 15,888 | $1.27B | $120K |
| Thales Incentive 401(k) Savings Plan | Thales USA, Inc. | VA | 7,623 | $1.60B | $163K |
| Dealer Tire LLC 401(k) Savings Plan | Dealer Tire, LLC | OH | 7,267 | $419M | $42K |
| Park Ohio Industries and Subsidiaries Pension Plan | Park Ohio Industries Inc. | OH | 5,335 | $156M | $137K |
| AB Car Rental Services Retirement Savings Plan for Bargaining Hourly Employees | Avis Budget Group, Inc. | NJ | 5,214 | $82.3M | $15K |
| Materion Corporation Retirement Savings Plan | Materion Corporation | OH | 3,376 | $466M | $52K |
| Galileo & Worldspan U.S. Legacy Pension Plan | Travelport, LP | GA | 3,374 | $290M | $100K |
| St. Clair Hospital Retirement Plan | St. Clair Hospital | PA | 3,373 | $189M | $31K |
| Crown Equipment Corporation Retirement Plan | Crown Equipment Corporation | OH | 3,356 | $503M | $153K |
| Avis Rent a Car System, LLC. Pension Plan for Bargaining Hourly Employees | Avis Rent a Car System, LLC | NJ | 2,988 | $103M | $18K |
| Libbey Hourly Retirement Plan | Libbey Glass LLC | OH | 2,256 | $203M | $60K |
| Covia Retirement Savings Plan | Covia Holdings LLC | OH | 2,169 | $247M | $45K |
| Travelport Employee Savings Plan | Travelport Inc. | GA | 1,537 | $421M | $122K |
| Monster Worldwide Inc. 401(k) Savings Plan | Monster Worldwide, LLC. | MA | 1,517 | $223M | $21K |
| Avis Rent a Car System, LLC Pension Plan | Avis Budget Group, Inc. | NJ | 1,461 | $87.5M | $24K |
| Budget Rent a Car System, Inc. Employees' Pension Plan | Budget Rent a Car System, Inc. | NJ | 1,372 | $34.7M | $12K |
| Materion Corporation Pension Plan | Materion Corporation | OH | 1,164 | $129M | $100K |
| Thompson Hine LLP Retirement Plan | Thompson Hine LLP | OH | 1,136 | $460M | $86K |
| Invacare Retirement Savings Plan | Invacare Corporation | OH | 1,127 | $135M | $53K |
| Libbey Salaried Cash Balance Pension Plan | Libbey Glass LLC | OH | 981 | $55.6M | $22K |
| Mercyhurst University Defined Contribution Retirement Plan | Mercyhurst University | PA | 921 | $87.6M | $6,438 |
| Cameron Memorial Community Hospital Inc. Employees' Retirement Plan | Cameron Memorial Community Hospital Inc. | IN | 894 | $33.5M | $30K |
| Covia Holdings Corporation Pension Plan | Covia Holdings Corporation | OH | 747 | $57.6M | $94K |
| AB Car Rental Services, Inc. Pension Plan for Bargaining Hourly Employees | AB Car Rental Services, Inc. | NJ | 726 | $16.8M | $3,926 |
| Walsh University Retirement Plan | Walsh University, Inc. | OH | 690 | $60.7M | $20K |
| Hiram College Retirement Plan | Hiram College | OH | 663 | $63.4M | $15K |
| Third Federal Savings Retirement Plan | Third Federal Savings and Loan Association of Cleveland | OH | 416 | $77.1M | $53K |
| Emergency Physicians of Tidewater, PLC 401(k) & Profit Sharing Plan | Emergency Physicians of Tidewater, P.L.C. | VA | 299 | $141M | $62K |
| Nachri Tax Deferred Annuity Plan | National Association of Children's Hospitals and Related Institutions | KS | 298 | $38.3M | $5,628 |
| Thirty-One Gifts 401(k) Plan | Thirty-One Gifts, LLC | OH | 286 | $12.1M | $8,167 |
| Smwia Staff Pension Plan | International Association of Sheet Metal Air, Rail and Transportation | VA | 273 | $122M | $26K |
| Nachri Defined Contribution Plan | National Association of Children's Hospitals and Related Institutions | KS | 272 | $22.6M | $11K |
| Cleveland Institute of Music Retirement Plan | Cleveland Institute of Music | OH | 246 | $41.7M | $17K |
| Thales Pension Plan for Certain U.S. Employees | Thales USA, Inc. | VA | 222 | $10.2M | $11K |
| Id Castings, LLC 401(k) Plan | Id Castings, LLC | IN | 200 | $5.2M | $19K |
| Retirement Plan of Thales Atm, Inc. | Thales USA, Inc. | VA | 175 | $8.1M | $17K |
| Thales Communications Pension Plan | Thales Defense & Security, Inc. | MD | 173 | $8.8M | $13K |
Questions and answers
How many plans does Clearstead Advisors, LLC serve?
39 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Clearstead Advisors, LLC?
The median plan reported $26.62 per participant in direct and indirect compensation (39 plans reporting an amount), or 0.03% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment advisory (plan) (19 plans), Consulting (general) (8 plans), Investment management (5 plans) and Investment advisory (participants) (2 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.