How big is Clarion Wealth Management PART's plan?

Clarion Wealth Management PART's plan reported $1.7M in assets and 7 participants for 2024.

Original filing (PDF)20250501213612NAL0003798961001

Clarion Wealth Management PART

Name: Clarion Wealth Management PART — Clarion Wealth, Form 5500 (2024)
Creator: Clarion Wealth Management PART
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Clarion Wealth Management PART 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Clarion Wealth Management PART's Clarion Wealth Management PART 401(k) Profit Sharing Plan & Trust held $1.7M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

David W Young III signed Clarion Wealth Management PART's 2024 Form 5500 as plan administrator.

David W Young III — 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 Wealth Management PART's EIN is 20-1943274.

EIN 20-1943274

Plan number 001

Plan year 2024

ACK ID 20250501213612NAL0003798961001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Clarion Wealth Management PART from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Clarion Wealth Management PART'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 WEALTH MANAGEMENT PART.

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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