How big is The Clarion Group, Ltd.'s plan?

The Clarion Group, Ltd.'s plan reported $4.8M in assets and 1 participants for 2025.

Original filing (PDF)20260225161024NAL0005822323001

The Clarion Group, Ltd.

Name: The Clarion Group, Ltd. — The Clarion Group Profit, Form 5500 (2025)
Creator: The Clarion Group, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Clarion Group Profit Sharing/401(k) Plan

401(k) retirement plan · The Clarion Group, Ltd.'s The Clarion Group Profit Sharing/401(k) Plan held $4.8M in plan assets for 1 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

People on this filing

William McKendree signed The Clarion Group, Ltd.'s 2025 Form 5500 as plan administrator.

William McKendree — 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

The Clarion Group, Ltd.'s EIN is 06-1359279.

EIN 06-1359279

Plan number 001

Plan year 2025

ACK ID 20260225161024NAL0005822323001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Clarion Group, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Clarion Group, Ltd.'s plan includes a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE CLARION GROUP, LTD.

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Plan health score

Top-tier plan health

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Plan sponsor

Name

THE CLARION GROUP, LTD

EIN

all filings

Address

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

Phone

(860) 232-3667

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator