How big is Clute Wealth Management, LLC's plan?

Clute Wealth Management, LLC's plan reported $3.3M in assets and 7 participants for 2025.

Original filing (PDF)20260220045809NAL0011903122001

Clute Wealth Management, LLC

Name: Clute Wealth Management, LLC — Clute Wealth, Form 5500 (2025)
Creator: Clute Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Clute Wealth Management 401(k) Plan

401(k) retirement plan · Clute Wealth Management, LLC's Clute Wealth Management 401(k) Plan held $3.3M in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

Plan identifiers

Clute Wealth Management, LLC's EIN is 45-4167723.

EIN 45-4167723

Plan number 001

Plan year 2025

ACK ID 20260220045809NAL0011903122001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Clute Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Clute Wealth Management, 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 CLUTE WEALTH MANAGEMENT, LLC.

Finding similar companies…

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