Original filing (PDF)20250804093743NAL0003162466001

THE CLARION GROUP, LTD

Name: THE CLARION GROUP, LTD — THE CLARION GROUP PROFIT SHARING/401K PLAN, Form 5500 (2024)
Creator: THE CLARION GROUP, LTD

Form 5500-SF

FILING_RECEIVED

THE CLARION GROUP PROFIT SHARING/401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

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

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE CLARION GROUP, LTD.

Plan sponsor

Name

THE CLARION GROUP, LTD

EIN

06-1359279

Address

920 FARMINGTON AVENUE, STE 100 · WEST HARTFORD, CT · 06107

Phone

(860) 232-3667

Industry

All Other Professional Services· Professional & Technical Servicessee 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

2025-08-04

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

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

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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