How big is Clarity Executive Coaching's plan?

Clarity Executive Coaching's plan reported $1.3M in assets and 2 participants for 2025.

Original filing (PDF)20260519105546NAL0000667747001

Clarity Executive Coaching

Name: Clarity Executive Coaching — Form 5500 (2025)
Creator: Clarity Executive Coaching
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Defined-contribution retirement plan · Clarity Executive Coaching held $1.3M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Todd Williamson signed Clarity Executive Coaching's 2025 Form 5500 as plan administrator.

Todd Williamson — 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

Clarity Executive Coaching's EIN is 26-1719110.

EIN 26-1719110

Plan number 001

Plan year 2025

ACK ID 20260519105546NAL0000667747001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Clarity Executive Coaching from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Clarity Executive Coaching's plan includes profit-sharing, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLARITY EXECUTIVE COACHING.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).

Plan sponsor

Name

CLARITY EXECUTIVE COACHING

DBA

CLARITY EXECUTIVE COACHING

EIN

all filings

Address

9 INDIAN SPRINGS WAY · WELLESLEY, MA · 024813217

Phone

(508) 314-7175

Industry

Admin Support & Waste Mgmt

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-19

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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