How big is Clark Howard Inc.'s plan?

Clark Howard Inc.'s plan reported $2.1M in assets and 20 participants for 2024.

Original filing (PDF)20250611112419NAL0027112464001

Clark Howard Inc.

Name: Clark Howard Inc. — Clark Howard Inc. 401(k) Profit, Form 5500 (2024)
Creator: Clark Howard Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Clark Howard Inc. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Clark Howard Inc.'s Clark Howard Inc. 401(k) Profit Sharing Plan and Trust held $2.1M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Rebecca Jennings signed Clark Howard Inc.'s 2024 Form 5500 as plan administrator.

Rebecca Jennings — 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

Clark Howard Inc.'s EIN is 36-4488199.

EIN 36-4488199

Plan number 001

Plan year 2024

ACK ID 20250611112419NAL0027112464001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Clark Howard Inc.'s plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

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