How big is Clarity Wealth Partners, LLC's plan?

Clarity Wealth Partners, LLC's plan reported $3.9M in assets and 6 participants for 2024.

Original filing (PDF)20250604162444NAL0019455488001

Clarity Wealth Partners, LLC

Name: Clarity Wealth Partners, LLC — Clarity Wealth, Form 5500 (2024)
Creator: Clarity Wealth Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Clarity Wealth Partners 401(k) Plan

401(k) retirement plan · Clarity Wealth Partners, LLC's Clarity Wealth Partners 401(k) Plan held $3.9M in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

Plan identifiers

Clarity Wealth Partners, LLC's EIN is 26-2146873.

EIN 26-2146873

Plan number 001

Plan year 2024

ACK ID 20250604162444NAL0019455488001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Clarity Wealth Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Clarity Wealth Partners, 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 CLARITY WEALTH PARTNERS, 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