How big is Clarity Wealth Development's plan?

Clarity Wealth Development's plan reported $690K in assets and 6 participants for 2024.

Original filing (PDF)20250903160353NAL0015545825001

Clarity Wealth Development

Name: Clarity Wealth Development — Clarity WD 401(k) Plan, Form 5500 (2024)
Creator: Clarity Wealth Development
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Clarity WD 401(k) Plan

401(k) retirement plan · Clarity Wealth Development's Clarity WD 401(k) Plan held $690K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$690K

Net assets (EOY)

$690K

Plan identifiers

Clarity Wealth Development's EIN is 27-3335583.

EIN 27-3335583

Plan number 001

Plan year 2024

ACK ID 20250903160353NAL0015545825001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Clarity Wealth Development's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 DEVELOPMENT.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

CLARITY WEALTH DEVELOPMENT

EIN

all filings

Address

262 NORTHWEST POLK AVENUE · CORVALLIS, OR · 97330

Phone

(541) 753-1898

Industry

Finance & Insurance

Plan administrator