Original filing (PDF)20240220145620NAL0001000992001

CLAYTON, ROPER & MARSHALL, INC.

Name: CLAYTON, ROPER & MARSHALL, INC. — CLAYTON, ROPER & MARSHALL, INC. RETIREMENT AND SAVINGS PLAN, Form 5500 (2023)
Creator: CLAYTON, ROPER & MARSHALL, INC.

Form 5500-SF

FILING_RECEIVED

CLAYTON, ROPER & MARSHALL, INC. RETIREMENT AND SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

CLAYTON, ROPER & MARSHALL, INC.

EIN

59-2856881

Address

246 NORTH WESTMONTE DRIVE · ALTAMONTE SPRINGS, FL · 32714

Phone

(407) 772-2200

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-11-03

Filed

2024-02-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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