How big is Clearlake Advisors, LLC's plan?

Clearlake Advisors, LLC's plan reported $3.9M in assets for 2025.

Original filing (PDF)20260326130341NAL0006965219001

Clearlake Advisors, LLC

Name: Clearlake Advisors, LLC — Clearlake Advisors, L.L.C., Form 5500 (2025)
Creator: Clearlake Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Clearlake Advisors, L.L.C. Retirement Plan

401(k) retirement plan · Clearlake Advisors, LLC's Clearlake Advisors, L.L.C. Retirement Plan reported $3.9M in plan assets in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

Plan identifiers

Clearlake Advisors, LLC's EIN is 68-0616170.

EIN 68-0616170

Plan number 001

Plan year 2025

ACK ID 20260326130341NAL0006965219001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Clearlake Advisors, LLC'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 CLEARLAKE ADVISORS, 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