Original filing (PDF)20251205085622NAL0007282514001

CLARION AREA AGENCY ON AGING, INC.

Name: CLARION AREA AGENCY ON AGING, INC. — 403(B) THRIFT PLAN FOR EMPLOYEES OF CLARION AREA AGENCY ON AGING, INC., Form 5500 (2024)
Creator: CLARION AREA AGENCY ON AGING, INC.

Form 5500-SF

FILING_RECEIVED

403(B) THRIFT PLAN FOR EMPLOYEES OF CLARION AREA AGENCY ON AGING, INC.

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$758K

Net assets (EOY)

$758K

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 CLARION AREA AGENCY ON AGING, INC..

Plan sponsor

Name

CLARION AREA AGENCY ON AGING, INC.

EIN

45-0633593

Address

16 VENTURE LANE · CLARION, PA · 162140000

Phone

(814) 226-4640

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-12-05

Pension benefit codes

2G · Total participant-directed accounts

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

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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