How big is Claycomb Wealth Management's plan?

Claycomb Wealth Management's plan reported $1.3M in assets and 3 participants for 2024.

Original filing (PDF)20250509143851NAL0030730066001

Claycomb Wealth Management

Name: Claycomb Wealth Management — Claycomb Wealth, Form 5500 (2024)
Creator: Claycomb Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Claycomb Wealth Management 401(k) Plan

401(k) retirement plan · Claycomb Wealth Management's Claycomb Wealth Management 401(k) Plan held $1.3M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Claycomb Wealth Management's EIN is 61-1359813.

EIN 61-1359813

Plan number 001

Plan year 2024

ACK ID 20250509143851NAL0030730066001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Claycomb Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Claycomb Wealth Management's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLAYCOMB WEALTH MANAGEMENT.

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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