How big is David E Foley, CLU's plan?

David E Foley, CLU's plan reported $6.9M in assets and 10 participants for 2025.

Original filing (PDF)20260323075128NAL0001915522001

David E Foley, CLU

Name: David E Foley, CLU — David E Foley, CLU Retirement, Form 5500 (2025)
Creator: David E Foley, CLU
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David E Foley, CLU Retirement Plan

401(k) retirement plan · David E Foley, CLU's David E Foley, CLU Retirement Plan held $6.9M in plan assets for 10 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.9M

Net assets (EOY)

$6.9M

People on this filing

David E. Foley signed David E Foley, CLU's 2025 Form 5500 as plan administrator.

David E. Foley — 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

David E Foley, CLU's EIN is 31-0893074.

EIN 31-0893074

Plan number 001

Plan year 2025

ACK ID 20260323075128NAL0001915522001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for David E Foley, CLU from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

David E Foley, CLU's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID E FOLEY, CLU.

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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