How big is Clay Marketing Group's plan?

Clay Marketing Group's plan reported $294K in assets and 1 participants for 2024.

Original filing (PDF)20250718142414NAL0002767552001

Clay Marketing Group

Name: Clay Marketing Group — Clay Marketing Group 401(k), Form 5500 (2024)
Creator: Clay Marketing Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Clay Marketing Group 401(k) Plan

401(k) retirement plan · Clay Marketing Group's Clay Marketing Group 401(k) Plan held $294K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$294K

Net assets (EOY)

$294K

People on this filing

Dewell Clay signed Clay Marketing Group's 2024 Form 5500 as plan administrator.

Dewell Clay — 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

Clay Marketing Group's EIN is 27-1996229.

EIN 27-1996229

Plan number 001

Plan year 2024

ACK ID 20250718142414NAL0002767552001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Clay Marketing Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Clay Marketing Group's plan includes profit-sharing, 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 CLAY MARKETING GROUP.

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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 (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

CLAY MARKETING GROUP

EIN

all filings

Address

2620 STEWART AVE. SUITE 14 · WAUSAU, WI · 54401

Phone

(715) 842-1340

Industry

Finance & Insurance

Plan administrator