How big is St. Clair Advisors, LLC's plan?

St. Clair Advisors, LLC's plan reported $2.5M in assets and 12 participants for 2024.

Original filing (PDF)20250919082413NAL0004979938001

St. Clair Advisors, LLC

Name: St. Clair Advisors, LLC — St. Clair Advisors, LLC, Form 5500 (2024)
Creator: St. Clair Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

St. Clair Advisors, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · St. Clair Advisors, LLC's St. Clair Advisors, LLC 401(k) Profit Sharing Plan held $2.5M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan identifiers

St. Clair Advisors, LLC's EIN is 26-1481384.

EIN 26-1481384

Plan number 001

Plan year 2024

ACK ID 20250919082413NAL0004979938001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

St. Clair Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ST. CLAIR ADVISORS, 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