PACHIRA INVESTMENTS, INC. DBA THE CLARK GROUP ASSET MANAGEMENT — PACHIRA INVESTMENTS, INC. DBA THE CLARK GROUP ASSET MANAGEMENT 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
PACHIRA INVESTMENTS, INC. DBA THE CLARK GROUP ASSET MANAGEMENT
Form 5500-SF
FILING_RECEIVED
PACHIRA INVESTMENTS, INC. DBA THE CLARK GROUP ASSET MANAGEMENT 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
5
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
Plan health score
90
/ 100
Grade A
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
65
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PACHIRA INVESTMENTS, INC. DBA THE CLARK GROUP ASSET MANAGEMENT.
Plan sponsor
Name
PACHIRA INVESTMENTS, INC. DBA THE CLARK GROUP ASSET MANAGEMENT
EIN
20-3674306
Address
24941 DANA POINT HARBOR DRIVE · DANA POINT, CA · 926292921
