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SCHIAVI & COMPANY, LLC DBA CLARITI WEALTH ADVISORS — CLARITI WEALTH ADVISORS 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250226124757NAL0000444083001
SCHIAVI & COMPANY, LLC DBA CLARITI WEALTH ADVISORS
Form 5500-SF
FILING_RECEIVED
CLARITI WEALTH ADVISORS 401(K) PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
10
Accounts w/ balance
10
Plan assets (EOY)
$4.8M
Net assets (EOY)
$4.8M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SCHIAVI & COMPANY, LLC DBA CLARITI WEALTH ADVISORS
.
Find decision makers
Plan sponsor
Name
SCHIAVI & COMPANY, LLC DBA CLARITI WEALTH ADVISORS
DBA
DBA CLARITI WEALTH ADVISORS
EIN
20-8034395
Address
2710 CENTERVILLE ROAD · SUITE 201 · WILMINGTON, DE · 19808
Phone
(302) 994-4444
Industry
Finance & Insurance
see 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
2025-02-26
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
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