How big is Clearview Wealth Management's plan?

Clearview Wealth Management's plan reported $533K in assets and 3 participants for 2024.

Original filing (PDF)20251007182624NAL0011941154001

Clearview Wealth Management

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

Form 5500-SF

FILING_RECEIVED

Clearview Wealth Management 401(k) & Profit Sharing

401(k) retirement plan · Clearview Wealth Management's Clearview Wealth Management 401(k) & Profit Sharing held $533K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$533K

Net assets (EOY)

$533K

People on this filing

Edward Lewis signed Clearview Wealth Management's 2024 Form 5500 as plan administrator.

Edward Lewis — 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

Clearview Wealth Management's EIN is 20-4574774.

EIN 20-4574774

Plan number 001

Plan year 2024

ACK ID 20251007182624NAL0011941154001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Clearview Wealth Management's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLEARVIEW WEALTH MANAGEMENT.

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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