How big is The Claussen Group, LLC's plan?

The Claussen Group, LLC's plan reported $315K in assets and 50 participants for 2024.

Original filing (PDF)20250623150007NAL0003794259005

The Claussen Group, LLC

Name: The Claussen Group, LLC — The Claussen Group, LLC, Form 5500 (2024)
Creator: The Claussen Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Claussen Group, LLC 401(k) Plan

401(k) retirement plan · The Claussen Group, LLC's The Claussen Group, LLC 401(k) Plan held $315K in plan assets for 50 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$315K

Net assets (EOY)

$315K

People on this filing

Stephen Jones signed The Claussen Group, LLC's 2024 Form 5500 as plan administrator.

Stephen Jones — 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

The Claussen Group, LLC's EIN is 26-1591390.

EIN 26-1591390

Plan number 001

Plan year 2024

ACK ID 20250623150007NAL0003794259005

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Claussen Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Claussen Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE CLAUSSEN GROUP, LLC.

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Plan health score

Above-average plan

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

Knocking points off