Original filing (PDF)20250206134253NAL0021076864001

CLARK & GREEN ASSOCIATES

Name: CLARK & GREEN ASSOCIATES — CLARK & GREEN ASSOCIATES RETIREMENT PLAN, Form 5500 (2024)
Creator: CLARK & GREEN ASSOCIATES

Form 5500-SF

FILING_RECEIVED

CLARK & GREEN ASSOCIATES RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.9M

Net assets (EOY)

$6.9M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLARK & GREEN ASSOCIATES.

Plan sponsor

Name

CLARK & GREEN ASSOCIATES

EIN

33-0267568

Address

15420 LAGUNA CANYON ROAD · SUITE 210 · IRVINE, CA · 92618

Phone

(714) 434-9803

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-02-06

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Service providers (Schedule C)

Small plans don't disclose service providers

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