Original filing (PDF)20260324153110NAL0001597587001

CLERMONT MANAGEMENT, LLC

Name: CLERMONT MANAGEMENT, LLC — CLERMONT MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: CLERMONT MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

CLERMONT MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Signals · 1

Late filing · 4.3 mo

Active participants

100

Accounts w/ balance

Plan assets (EOY)

$108K

Net assets (EOY)

$108K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLERMONT MANAGEMENT, LLC.

Plan sponsor

Name

CLERMONT MANAGEMENT, LLC

EIN

01-0726541

Address

5000 LEGACY DR. SUITE 210 · PLANO, TX · 75024

Phone

(972) 689-9143

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2026-03-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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Knocking points off

No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Filed 4.3 months past the 10.5-month grace window.
Only 26% as many balances as active participants — suggests many active employees aren't deferring.

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.