Civic Intelligence

Clearwater Advisors LLC

Plan context: Clearwater Advisors 401(K) Plan

EIN 82-0536087 • Boise, ID • 18 filings • 3 plans

101 S. Capitol Blvd Ste 1201Boise, ID 83702
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$2,203,470

2024 Contributions

$171,572

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$10,143,512$5,071,756$0201220182024YearValue
$2,203,470Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

4192100201120182024YearValue
9Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202419$2,203,470$171,572$19,064iApproximate average salary by contribution assumption: employee only about $476,589 at 4% or $317,726 at 6%; with 50% employer match about $317,726 at 4% or $211,817 at 6%; with 100% employer match about $238,294 at 4% or $158,863 at 6%.
Clearwater Advisors 401(K) Plan-9$2,203,470$171,572$19,064iApproximate average salary by contribution assumption: employee only about $476,589 at 4% or $317,726 at 6%; with 50% employer match about $317,726 at 4% or $211,817 at 6%; with 100% employer match about $238,294 at 4% or $158,863 at 6%.
2023110$1,969,601$209,857$20,986iApproximate average salary by contribution assumption: employee only about $524,643 at 4% or $349,762 at 6%; with 50% employer match about $349,762 at 4% or $233,174 at 6%; with 100% employer match about $262,321 at 4% or $174,881 at 6%.
Clearwater Advisors 401(K) Plan-10$1,969,601$209,857$20,986iApproximate average salary by contribution assumption: employee only about $524,643 at 4% or $349,762 at 6%; with 50% employer match about $349,762 at 4% or $233,174 at 6%; with 100% employer match about $262,321 at 4% or $174,881 at 6%.
2022111$1,925,602$211,438$19,222iApproximate average salary by contribution assumption: employee only about $480,541 at 4% or $320,361 at 6%; with 50% employer match about $320,361 at 4% or $213,574 at 6%; with 100% employer match about $240,270 at 4% or $160,180 at 6%.
Clearwater Advisors 401(K) Plan-11$1,925,602$211,438$19,222iApproximate average salary by contribution assumption: employee only about $480,541 at 4% or $320,361 at 6%; with 50% employer match about $320,361 at 4% or $213,574 at 6%; with 100% employer match about $240,270 at 4% or $160,180 at 6%.
2021111$2,056,358$183,286$16,662iApproximate average salary by contribution assumption: employee only about $416,559 at 4% or $277,706 at 6%; with 50% employer match about $277,706 at 4% or $185,137 at 6%; with 100% employer match about $208,280 at 4% or $138,853 at 6%.
Clearwater Advisors 401(K) Plan-11$2,056,358$183,286$16,662iApproximate average salary by contribution assumption: employee only about $416,559 at 4% or $277,706 at 6%; with 50% employer match about $277,706 at 4% or $185,137 at 6%; with 100% employer match about $208,280 at 4% or $138,853 at 6%.
2020110$1,558,093$164,557$16,456iApproximate average salary by contribution assumption: employee only about $411,393 at 4% or $274,262 at 6%; with 50% employer match about $274,262 at 4% or $182,841 at 6%; with 100% employer match about $205,696 at 4% or $137,131 at 6%.
Clearwater Advisors 401(K) Plan-10$1,558,093$164,557$16,456iApproximate average salary by contribution assumption: employee only about $411,393 at 4% or $274,262 at 6%; with 50% employer match about $274,262 at 4% or $182,841 at 6%; with 100% employer match about $205,696 at 4% or $137,131 at 6%.
2019113$1,167,839$161,242$12,403iApproximate average salary by contribution assumption: employee only about $310,081 at 4% or $206,721 at 6%; with 50% employer match about $206,721 at 4% or $137,814 at 6%; with 100% employer match about $155,040 at 4% or $103,360 at 6%.
Clearwater Advisors 401(K) Plan-13$1,167,839$161,242$12,403iApproximate average salary by contribution assumption: employee only about $310,081 at 4% or $206,721 at 6%; with 50% employer match about $206,721 at 4% or $137,814 at 6%; with 100% employer match about $155,040 at 4% or $103,360 at 6%.
2018114$1,025,203$160,338$11,453iApproximate average salary by contribution assumption: employee only about $286,318 at 4% or $190,879 at 6%; with 50% employer match about $190,879 at 4% or $127,252 at 6%; with 100% employer match about $143,159 at 4% or $95,439 at 6%.
Clearwater Advisors 401(K) Plan-14$1,025,203$160,338$11,453iApproximate average salary by contribution assumption: employee only about $286,318 at 4% or $190,879 at 6%; with 50% employer match about $190,879 at 4% or $127,252 at 6%; with 100% employer match about $143,159 at 4% or $95,439 at 6%.
2017112$1,122,071$218,526$18,211iApproximate average salary by contribution assumption: employee only about $455,263 at 4% or $303,508 at 6%; with 50% employer match about $303,508 at 4% or $202,339 at 6%; with 100% employer match about $227,631 at 4% or $151,754 at 6%.
Clearwater Advisors 401(K) Plan-12$1,122,071$218,526$18,211iApproximate average salary by contribution assumption: employee only about $455,263 at 4% or $303,508 at 6%; with 50% employer match about $303,508 at 4% or $202,339 at 6%; with 100% employer match about $227,631 at 4% or $151,754 at 6%.
2016114$837,528$35,179$2,513iApproximate average salary by contribution assumption: employee only about $62,820 at 4% or $41,880 at 6%; with 50% employer match about $41,880 at 4% or $27,920 at 6%; with 100% employer match about $31,410 at 4% or $20,940 at 6%.
Clearwater Advisors 401(K) Plan-14$837,528$35,179$2,513iApproximate average salary by contribution assumption: employee only about $62,820 at 4% or $41,880 at 6%; with 50% employer match about $41,880 at 4% or $27,920 at 6%; with 100% employer match about $31,410 at 4% or $20,940 at 6%.
20152419$10,143,512$2,960,267$7,065iApproximate average salary by contribution assumption: employee only about $176,627 at 4% or $117,751 at 6%; with 50% employer match about $117,751 at 4% or $78,501 at 6%; with 100% employer match about $88,313 at 4% or $58,876 at 6%.
Clearwater Advisors 401(K) Plan-417$10,143,512$2,960,267$7,099iApproximate average salary by contribution assumption: employee only about $177,474 at 4% or $118,316 at 6%; with 50% employer match about $118,316 at 4% or $78,877 at 6%; with 100% employer match about $88,737 at 4% or $59,158 at 6%.
CLEARWATER ADVISORS, LLC GROUP BENEFITS PLAN-419---
20142348$7,566,401$2,666,500$7,662iApproximate average salary by contribution assumption: employee only about $191,559 at 4% or $127,706 at 6%; with 50% employer match about $127,706 at 4% or $85,137 at 6%; with 100% employer match about $95,779 at 4% or $63,853 at 6%.
Clearwater Advisors 401(K) Plan-344$7,566,401$2,666,500$7,751iApproximate average salary by contribution assumption: employee only about $193,786 at 4% or $129,191 at 6%; with 50% employer match about $129,191 at 4% or $86,127 at 6%; with 100% employer match about $96,893 at 4% or $64,595 at 6%.
CLEARWATER ADVISORS, LLC GROUP BENEFITS PLAN-348---
20132264$4,830,419$1,968,892$7,458iApproximate average salary by contribution assumption: employee only about $186,448 at 4% or $124,299 at 6%; with 50% employer match about $124,299 at 4% or $82,866 at 6%; with 100% employer match about $93,224 at 4% or $62,149 at 6%.
Clearwater Advisors 401(K) Plan-264$4,830,419$1,968,892$7,458iApproximate average salary by contribution assumption: employee only about $186,448 at 4% or $124,299 at 6%; with 50% employer match about $124,299 at 4% or $82,866 at 6%; with 100% employer match about $93,224 at 4% or $62,149 at 6%.
CLEARWATER ADVISORS, LLC GROUP BENEFITS PLAN-247---
20122217$2,522,575$2,405,261$11,084iApproximate average salary by contribution assumption: employee only about $277,104 at 4% or $184,736 at 6%; with 50% employer match about $184,736 at 4% or $123,157 at 6%; with 100% employer match about $138,552 at 4% or $92,368 at 6%.
Clearwater Advisors 401(K) Plan-217$2,522,575$2,405,261$11,084iApproximate average salary by contribution assumption: employee only about $277,104 at 4% or $184,736 at 6%; with 50% employer match about $184,736 at 4% or $123,157 at 6%; with 100% employer match about $138,552 at 4% or $92,368 at 6%.
CLEARWATER ADVISORS, LLC GROUP BENEFITS PLAN-201---
20111145$0$0-
CLEARWATER ADVISORS, LLC GROUP BENEFITS PLAN-145---
Clearwater Advisors LLC | EIN 82-0536087 | 2024 Form 5500 Company Profile