Original filing (PDF)20251126141154NAL0007020576001

St. Clair Advisors

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

Form 5500-SF

FILING_RECEIVED

St. Clair Advisors SOCA Benefit Plan

Health & welfare plan · St. Clair Advisors' St. Clair Advisors SOCA Benefit Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Matt Appenzeller signed St. Clair Advisors' 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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

St. Clair Advisors' EIN is 26-1481384.

EIN 26-1481384

Plan number 501

Plan year 2024

ACK ID 20251126141154NAL0007020576001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

St. Clair Advisors' plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score