How big is The Claridge Association's plan?

The Claridge Association's plan reported $602K in assets and 31 participants for 2024.

Original filing (PDF)20250630121029NAL0011127681001

The Claridge Association

Name: The Claridge Association — The Claridge 401(k), Form 5500 (2024)
Creator: The Claridge Association
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Claridge 401(k) Profit Sharing Plan

401(k) retirement plan · The Claridge Association's The Claridge 401(k) Profit Sharing Plan held $602K in plan assets for 31 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$602K

Net assets (EOY)

$602K

People on this filing

Joanne Reitz signed The Claridge Association's 2024 Form 5500 as plan administrator.

Joanne Reitz — 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

The Claridge Association's EIN is 75-1988848.

EIN 75-1988848

Plan number 001

Plan year 2024

ACK ID 20250630121029NAL0011127681001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Claridge Association from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Claridge Association's plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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

Knocking points off