How big is Clarity Wealth Advisors' plan?

Clarity Wealth Advisors' plan reported $2.4M in assets and 4 participants for 2024.

Original filing (PDF)20251014195021NAL0004882704001

Clarity Wealth Advisors

Name: Clarity Wealth Advisors — Clarity Wealth Advisors, Form 5500 (2024)
Creator: Clarity Wealth Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Clarity Wealth Advisors Defined Benefit Pension Plan

Defined-benefit pension plan · Clarity Wealth Advisors' Clarity Wealth Advisors Defined Benefit Pension Plan held $2.4M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan identifiers

Clarity Wealth Advisors' EIN is 45-2307378.

EIN 45-2307378

Plan number 002

Plan year 2024

ACK ID 20251014195021NAL0004882704001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Clarity Wealth Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Clarity Wealth Advisors' plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLARITY WEALTH ADVISORS.

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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