How big is Clarion Capital Partners LLC's plan?

Clarion Capital Partners LLC's plan reported $10.6M in assets and 43 participants for 2025.

Original filing (PDF)20260523050308NAL0008313106001

Clarion Capital Partners LLC

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

Form 5500-SF

FILING_RECEIVED

Clarion Capital Partners LLC 401(k) Plan

401(k) retirement plan · Clarion Capital Partners LLC's Clarion Capital Partners LLC 401(k) Plan held $10.6M in plan assets for 43 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.6M

Net assets (EOY)

$10.6M

People on this filing

Teresa Czubak signed Clarion Capital Partners LLC's 2025 Form 5500 as plan administrator.

Teresa Czubak — 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

Clarion Capital Partners LLC's EIN is 03-0378773.

EIN 03-0378773

Plan number 001

Plan year 2025

ACK ID 20260523050308NAL0008313106001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Clarion Capital Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Clarion Capital Partners 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 CLARION CAPITAL PARTNERS LLC.

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Plan health score

Above-average plan

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off