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| Company Name: | CLEARSTEAD ADVISORS, LLC |
| Employer identification number (EIN): | 341597728 |
| NAIC Classification: | 523900 |
The following addresses have been detected on the 401k submissions:
| USA Location Address | |||||
|---|---|---|---|---|---|
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| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-06-30 | |||||
| USA Mailing Address | |||||
|---|---|---|---|---|---|
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| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-12-03 | |||||
| USA Mailing Address | ||||||
|---|---|---|---|---|---|---|
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| Date first seen: 2007-01-01 | ||||||
| Date last seen: 2025-12-03 | ||||||
| Date | Description |
|---|---|
| 2021-08-03 | 341597728 Change of name detected from HARTLAND & CO. to CLEARSTEAD ADVISORS, LLC |
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 001 | HARTLAND & CO. 401(K) RETIREMENT PLAN | 2011-01-01 | 1999-01-01 |
| 501 | CLEARSTEAD ADVISORS, LLC HEALTH AND WELFARE PLAN | 2021-01-01 | 2021-01-01 |
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