Original filing (PDF)20250827011543NAL0004744419001

LE BAIR Financial Services, Inc. DBA Mitchell Clark & Company

Name: LE BAIR Financial Services, Inc. DBA Mitchell Clark & Company — Form 5500 Plan 001 (2024)
Creator: LE BAIR Financial Services, Inc. DBA Mitchell Clark & Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LE BAIR Financial Services, Inc. 401(k) Plan

401(k) retirement plan · LE BAIR Financial Services, Inc. DBA Mitchell Clark & Company's LE BAIR Financial Services, Inc. 401(k) Plan held $1.7M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

LE BAIR Financial Services, Inc. DBA Mitchell Clark & Company's EIN is 76-0114425.

EIN 76-0114425

Plan number 001

Plan year 2024

ACK ID 20250827011543NAL0004744419001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LE BAIR Financial Services, Inc. DBA Mitchell Clark & Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

LE BAIR Financial Services, Inc. DBA Mitchell Clark & Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LE BAIR FINANCIAL SERVICES, INC. DBA MITCHELL CLARK & COMPANY.

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

Helping the score