How big is Clermont Management, LLC's plan?

Clermont Management, LLC's plan reported $116K in assets and 147 participants for 2025.

Original filing (PDF)20260524102055NAL0004128225001

Clermont Management, LLC

Name: Clermont Management, LLC — Clermont Management, LLC, Form 5500 (2025)
Creator: Clermont Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Clermont Management, LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Clermont Management, LLC's Clermont Management, LLC 401(k) Profit Sharing Plan and Trust held $116K in plan assets for 147 participants in 2025.

Signals · 1

No auditor on file

Active participants

147

Accounts w/ balance

Plan assets (EOY)

$116K

Net assets (EOY)

$116K

People on this filing

Jennifer Rogers signed Clermont Management, LLC's 2025 Form 5500 as plan administrator.

Jennifer Rogers — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Clermont Management, LLC's EIN is 01-0726541.

EIN 01-0726541

Plan number 001

Plan year 2025

ACK ID 20260524102055NAL0004128225001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Clermont Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Clermont Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLERMONT MANAGEMENT, LLC.

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Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Helping the score