Original filing (PDF)20240220145620NAL0001000992001

Clayton, Roper & Marshall, Inc.

Name: Clayton, Roper & Marshall, Inc. — Clayton, Roper &, Form 5500 (2023)
Creator: Clayton, Roper & Marshall, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Clayton, Roper & Marshall, Inc. Retirement and Savings Plan

401(k) retirement plan · Clayton, Roper & Marshall, Inc.'s Clayton, Roper & Marshall, Inc. Retirement and Savings Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Clayton, Roper & Marshall, Inc.'s EIN is 59-2856881.

EIN 59-2856881

Plan number 001

Plan year 2023

ACK ID 20240220145620NAL0001000992001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Clayton, Roper & Marshall, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Clayton, Roper & Marshall, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLAYTON, ROPER & MARSHALL, INC..

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score