Original filing (PDF)20250606145111NAL0012767777001

K E CLARK & ASSOCIATES FINANCIAL SERVICES

Name: K E CLARK & ASSOCIATES FINANCIAL SERVICES — K E CLARK 401 (K) PLAN, Form 5500 (2024)
Creator: K E CLARK & ASSOCIATES FINANCIAL SERVICES

Form 5500-SF

FILING_RECEIVED

K E CLARK 401 (K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$310K

Net assets (EOY)

$310K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for K E CLARK & ASSOCIATES FINANCIAL SERVICES.

Plan sponsor

Name

K E CLARK & ASSOCIATES FINANCIAL SERVICES

EIN

45-3315446all filings

Address

143 WEST WOODFORD STREET #2 · LAWRENCEBURG, KY · 40342

Phone

(502) 839-0777

Industry

Finance & Insurancesee all

Plan administrator