Original filing (PDF)20250819120952NAL0003813488001

CLAREO PARTNERS, LLC

Name: CLAREO PARTNERS, LLC — CLAREO PARTNERS LLC 401(K) AND PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CLAREO PARTNERS, LLC

Form 5500-SF

FILING_RECEIVED

CLAREO PARTNERS LLC 401(K) AND PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.9M

Net assets (EOY)

$5.9M

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 CLAREO PARTNERS, LLC.

Plan sponsor

Name

CLAREO PARTNERS, LLC

EIN

20-0190453

Address

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

Phone

(717) 319-8356

Industry

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

2025-08-19

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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