Original filing (PDF)20250815132310NAL0010449617001

CLEARFIELD COUNTY AREA AGENCY

Name: CLEARFIELD COUNTY AREA AGENCY — 403 (B) THRIFT PLAN FOR EMPLOYEES OF CLEARFIELD COUNTY AREA AGENCY ON AGING, INC, Form 5500 (2024)
Creator: CLEARFIELD COUNTY AREA AGENCY

Form 5500-SF

FILING_RECEIVED

403 (B) THRIFT PLAN FOR EMPLOYEES OF CLEARFIELD COUNTY AREA AGENCY ON AGING, INC

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLEARFIELD COUNTY AREA AGENCY.

Plan sponsor

Name

CLEARFIELD COUNTY AREA AGENCY

EIN

25-1336855

Address

600 COOPER RD · CURWENSVILLE, PA · 168331543

Phone

(814) 765-2696

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-15

Pension benefit codes

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

2K · 401(m) arrangement

2E · Profit-sharing

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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