Original filing (PDF)20260615155559NAL0000206208001

Clareo Partners, LLC

Name: Clareo Partners, LLC — Clareo Partners LLC 401(k), Form 5500 (2025)
Creator: Clareo Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Clareo Partners LLC 401(k) and Profit Sharing Plan

401(k) retirement plan · Clareo Partners, LLC's Clareo Partners LLC 401(k) and Profit Sharing Plan held $6.8M in plan assets for 12 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.8M

Net assets (EOY)

$6.8M

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 (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Decision-maker contacts

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

Plan sponsor

Name

CLAREO PARTNERS, LLC

EIN

20-0190453all filings

Address

200 E LAS OLAS BLVD. · SUITE 1400 · FORT LAUDERDALE, FL · 33301

Phone

(717) 319-8356

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