How big is Clientwise LLC's plan?

Clientwise LLC's plan reported $2.6M in assets and 10 participants for 2024.

Original filing (PDF)20250723131836NAL0002048355001

Clientwise LLC

Name: Clientwise LLC — Clientwise, LLC Retirement Plan, Form 5500 (2024)
Creator: Clientwise LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Clientwise, LLC Retirement Plan

401(k) retirement plan · Clientwise LLC's Clientwise, LLC Retirement Plan held $2.6M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Raymond Sclafani signed Clientwise LLC's 2024 Form 5500 as plan administrator.

Raymond Sclafani — 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

Clientwise LLC's EIN is 20-4312566.

EIN 20-4312566

Plan number 001

Plan year 2024

ACK ID 20250723131836NAL0002048355001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Clientwise LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Clientwise LLC'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 CLIENTWISE LLC.

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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