How big is Clarius Partners, LLC's plan?

Clarius Partners, LLC's plan reported $5.8M in assets and 11 participants for 2024.

Original filing (PDF)20250416131358NAL0005068881001

Clarius Partners, LLC

Name: Clarius Partners, LLC — Clarius Partners, LLC 401(k), Form 5500 (2024)
Creator: Clarius Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Clarius Partners, LLC 401(k) Plan

401(k) retirement plan · Clarius Partners, LLC's Clarius Partners, LLC 401(k) Plan held $5.8M in plan assets for 11 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.8M

Net assets (EOY)

$5.8M

People on this filing

MR. Steve Duncan signed Clarius Partners, LLC's 2024 Form 5500 as plan administrator.

MR. Steve Duncan — 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

Clarius Partners, LLC's EIN is 26-4250559.

EIN 26-4250559

Plan number 001

Plan year 2024

ACK ID 20250416131358NAL0005068881001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Clarius 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 CLARIUS 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