How big is Claro Advisors LLC's plan?

Claro Advisors LLC's plan reported $633K in assets and 6 participants for 2024.

Original filing (PDF)20250210092329NAL0009002739001

Claro Advisors LLC

Name: Claro Advisors LLC — Claro Advisors LLC 401(k) Plan, Form 5500 (2024)
Creator: Claro Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Claro Advisors LLC 401(k) Plan

401(k) retirement plan · Claro Advisors LLC's Claro Advisors LLC 401(k) Plan held $633K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$633K

Net assets (EOY)

$633K

People on this filing

Jennifer Street signed Claro Advisors LLC's 2024 Form 5500 as plan administrator.

Jennifer Street — 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

Claro Advisors LLC's EIN is 45-4146877.

EIN 45-4146877

Plan number 001

Plan year 2024

ACK ID 20250210092329NAL0009002739001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Claro Advisors LLC's 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 CLARO ADVISORS LLC.

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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