How big is K E Clark & Associates Financial Services' plan?

K E Clark & Associates Financial Services' plan reported $396K in assets and 1 participants for 2025.

Original filing (PDF)20260413095850NAL0022346336001

K E Clark & Associates Financial Services

Name: K E Clark & Associates Financial Services — Form 5500 Plan 001 (2025)
Creator: K E Clark & Associates Financial Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

K E Clark 401 (K) Plan

401(k) retirement plan · K E Clark & Associates Financial Services' K E Clark 401 (K) Plan held $396K in plan assets for 1 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$396K

Net assets (EOY)

$396K

Plan identifiers

K E Clark & Associates Financial Services' EIN is 45-3315446.

EIN 45-3315446

Plan number 001

Plan year 2025

ACK ID 20260413095850NAL0022346336001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for K E Clark & Associates Financial Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

K E Clark & Associates Financial Services' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

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.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

K E CLARK & ASSOCIATES FINANCIAL SERVICES

EIN

all filings

Address

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

Phone

(502) 839-0777

Industry

Finance & Insurance

Plan administrator