Original filing (PDF)20231222111555NAL0004330625001

THE CLARO GROUP, LLC

Name: THE CLARO GROUP, LLC — THE CLARO GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST II, Form 5500 (2022)
Creator: THE CLARO GROUP, LLC

Form 5500

FILING_RECEIVED

THE CLARO GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST II

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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 THE CLARO GROUP, LLC.

Plan sponsor

Name

THE CLARO GROUP, LLC

EIN

72-1606531

Address

123 NORTH WACKER DRIVE · SUITE 2100 · CHICAGO, IL · 60606

Phone

(312) 546-3400

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-10-18

Filed

2023-12-22

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
PIMCO STABLE INC 1 SEI TRUST COMPANY · EIN 45-4367155 / PN 036	Common Collective Trust	$0	—

1–1 of 1

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