How big is Clearbrook, LLC's plan?

Clearbrook, LLC's plan reported $3.0M in assets and 12 participants for 2024.

Original filing (PDF)20250729091002NAL0001459683001

Clearbrook, LLC

Name: Clearbrook, LLC — Clearbrook LLC 401(k) PSP & Trust, Form 5500 (2024)
Creator: Clearbrook, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Clearbrook LLC 401(k) PSP & Trust

401(k) retirement plan · Clearbrook, LLC's Clearbrook LLC 401(k) PSP & Trust held $3.0M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

Richard Pitonzo signed Clearbrook, LLC's 2024 Form 5500 as plan administrator.

Richard Pitonzo — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Clearbrook, LLC's EIN is 73-1719518.

EIN 73-1719518

Plan number 001

Plan year 2024

ACK ID 20250729091002NAL0001459683001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Clearbrook, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Clearbrook, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

CLEARBROOK, LLC

EIN

all filings

Address

15 ESSEX ROAD · SCOTCH PLAINS, NJ · 07076

Phone

(908) 472-9137

Industry

Finance & Insurance

Plan administrator