Clearwater Advisors, LLC

Connecticut
Registered In
12/29/2015
Incorp. Date
Foreign
Registration Type
Idaho
Foreign Jurisdiction

Company Summary

Clearwater Advisors, LLC at 950 W Bannock ST STE 1050, Boise, Id 83702 lists Brittany Pfister of Boise, ID as the associate.

Overview

Registered In
Connecticut
Incorporation Date
Company Type
Llc
Status
Revoked
Registration Type
Foreign
Foreign Jurisdiction
Idaho
Email
**@clearwateranalytics.com
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People

Secretary Of State Registered Agent
PO BOX 150470, HARTFORD, CT 06115
Brittany Pfister
2549 S NANTUCKET WAY, BOISE, ID 83706 950 W BANNOCK ST STE 1050, BOISE, ID 83702

Map & Locations

950 W BANNOCK ST STE 1050, BOISE, ID 83702 View Map

Financials

Financial Information for Clearwater Advisors, LLC

Form 5500

CLEARWATER ADVISORS, LLC

101 S. Capitol Blvd STE 1201, Boise, Id 83702 (208) 996-8184 EIN:82-0536087 Plan Admin:Dan Bates
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameCLEARWATER ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$1,925,602 / $1,969,601 2023 CLEARWATER ADVISORS 401(K) PLAN - Plan #001 11 / 11 $1,925,602 / $1,969,601
2022 Plan NameCLEARWATER ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$2,056,358 / $1,925,602 2022 CLEARWATER ADVISORS 401(K) PLAN - Plan #001 11 / 11 $2,056,358 / $1,925,602
2021 Plan NameCLEARWATER ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY10 / 11 Assets BOY/EOY$1,558,093 / $2,056,358 2021 CLEARWATER ADVISORS 401(K) PLAN - Plan #001 10 / 11 $1,558,093 / $2,056,358
2020 Plan NameCLEARWATER ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY18 / 10 Assets BOY/EOY$1,167,839 / $1,558,093 2020 CLEARWATER ADVISORS 401(K) PLAN - Plan #001 18 / 10 $1,167,839 / $1,558,093
2019 Plan NameCLEARWATER ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY17 / 18 Assets BOY/EOY$1,025,203 / $1,167,839 2019 CLEARWATER ADVISORS 401(K) PLAN - Plan #001 17 / 18 $1,025,203 / $1,167,839
Benefit & Retirement Plans based on Form 5500.

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Sources

The following government agencies have contributed data:

• Connecticut's Official State Website • U.S. Department of Labor
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