How big is Clason Point Partners Inc.'s plan?

Clason Point Partners Inc.'s plan reported $1.1M in assets and 47 participants for 2024.

Original filing (PDF)20250714141917NAL0002780978001

Clason Point Partners Inc.

Name: Clason Point Partners Inc. — Clason Point Partners, Form 5500 (2024)
Creator: Clason Point Partners Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Clason Point Partners Inc. Retirement Plan

401(k) retirement plan · Clason Point Partners Inc.'s Clason Point Partners Inc. Retirement Plan held $1.1M in plan assets for 47 participants in 2024.

Active participants

Accounts w/ balance

107

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Clason Point Partners Inc.'s EIN is 27-4436718.

EIN 27-4436718

Plan number 001

Plan year 2024

ACK ID 20250714141917NAL0002780978001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Clason Point Partners Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Clason Point Partners Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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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 (96th percentile).

Plan sponsor

Name

CLASON POINT PARTNERS INC.

EIN

all filings

Address

75 SOUTH BROADWAY, SUITE 462 · WHITE PLAINS, NY · 10601

Phone

(914) 377-0301

Industry

Professional & Technical Services

Plan administrator