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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

CLARITY WEALTH PLANNING, LLC 401(k) Plan

What public Form 5500 filings show about the CLARITY WEALTH PLANNING, LLC 401(k) plan — and how to find and check your own account.

Plan assets
$65K
Participants
2
Plans on file
1

The CLARITY WEALTH PLANNING, LLC 401(k) on its latest Form 5500

CLARITY WEALTH PLANNING, LLC (EIN 93-1617634) reports CLARITY WEALTH PLANNING RETIREMENT PLAN on its most recent Form 5500, with $65K in plan assets across 2 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full CLARITY WEALTH PLANNING, LLC filing — schedules, fees, and providers.

Who runs the CLARITY WEALTH PLANNING, LLC 401(k)?

CLARITY WEALTH PLANNING, LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask CLARITY WEALTH PLANNING, LLCHR for the recordkeeper’s name and login.

How to check your CLARITY WEALTH PLANNING, LLC 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask CLARITY WEALTH PLANNING, LLC HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: CLARITY WEALTH PLANNING, LLC — all Form 5500 filings (EIN 93-1617634) · North Carolina employer EIN lookup · Form 5500 search
CLARITY WEALTH PLANNING, LLC 401(k) Plan — Form 5500