Original filing (PDF)20260508124733NAL0003132563001

Nathan Clark Team, Inc. DBA Nathan Clark Associates

Name: Nathan Clark Team, Inc. DBA Nathan Clark Associates — Form 5500 Plan 001 (2025)
Creator: Nathan Clark Team, Inc. DBA Nathan Clark Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Nathan Clark Associates 401(k) Retirement Plan

401(k) retirement plan · Nathan Clark Team, Inc. DBA Nathan Clark Associates' Nathan Clark Associates 401(k) Retirement Plan held $660K in plan assets for 14 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$660K

Net assets (EOY)

$660K

Plan identifiers

Nathan Clark Team, Inc. DBA Nathan Clark Associates' EIN is 20-8666526.

EIN 20-8666526

Plan number 001

Plan year 2025

ACK ID 20260508124733NAL0003132563001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Nathan Clark Team, Inc. DBA Nathan Clark Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Nathan Clark Team, Inc. DBA Nathan Clark Associates' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NATHAN CLARK TEAM, INC. DBA NATHAN CLARK ASSOCIATES.

Finding similar companies…

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