How big is BLUM & Clark, Certified Public Accountants, LLP's plan?

BLUM & Clark, Certified Public Accountants, LLP's plan reported $242K in assets and 15 participants for 2024.

Original filing (PDF)20251009002249NAL0003294627001

BLUM & Clark, Certified Public Accountants, LLP

Name: BLUM & Clark, Certified Public Accountants, LLP — Form 5500 Plan 003 (2024)
Creator: BLUM & Clark, Certified Public Accountants, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BLUM & Clark Certified Public Accountants, LLP Cash Balance Plan

Defined-benefit pension plan · BLUM & Clark, Certified Public Accountants, LLP's BLUM & Clark Certified Public Accountants, LLP Cash Balance Plan held $242K in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$242K

Net assets (EOY)

$242K

Plan identifiers

BLUM & Clark, Certified Public Accountants, LLP's EIN is 33-0579648.

EIN 33-0579648

Plan number 003

Plan year 2024

ACK ID 20251009002249NAL0003294627001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for BLUM & Clark, Certified Public Accountants, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

BLUM & Clark, Certified Public Accountants, LLP's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BLUM & CLARK, CERTIFIED PUBLIC ACCOUNTANTS, LLP.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score