How big is Clarendon Wealth Management's plan?

Clarendon Wealth Management's plan reported $2.2M in assets and 5 participants for 2024.

Original filing (PDF)20251014161503NAL0001669299001

Clarendon Wealth Management

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

Form 5500-SF

FILING_RECEIVED

Clarendon Wealth Management 401(k) Plan

401(k) retirement plan · Clarendon Wealth Management's Clarendon Wealth Management 401(k) Plan held $2.2M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan identifiers

Clarendon Wealth Management's EIN is 27-1669503.

EIN 27-1669503

Plan number 001

Plan year 2024

ACK ID 20251014161503NAL0001669299001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Clarendon Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Clarendon Wealth Management's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLARENDON WEALTH MANAGEMENT.

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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