How big is The Clary Group LLC's plan?

The Clary Group LLC's plan reported $80K in assets and 8 participants for 2024.

Original filing (PDF)20250710071921NAL0003882675001

The Clary Group LLC

Name: The Clary Group LLC — The Clary Group LLC 401(k), Form 5500 (2024)
Creator: The Clary Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Clary Group LLC 401(k) Plan

401(k) retirement plan · The Clary Group LLC's The Clary Group LLC 401(k) Plan held $80K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$80K

Net assets (EOY)

$80K

People on this filing

Kristin Nelson signed The Clary Group LLC's 2024 Form 5500 as plan administrator.

Kristin Nelson — 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

The Clary Group LLC's EIN is 46-5677908.

EIN 46-5677908

Plan number 001

Plan year 2024

ACK ID 20250710071921NAL0003882675001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Clary Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE CLARY GROUP 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