Original filing (PDF)20251218105618NAL0005335665001

RATCLIFF INC DBA CLARIFY360

Name: RATCLIFF INC DBA CLARIFY360 — CLARIFY360 CASH BALANCE PLAN, Form 5500 (2024)
Creator: RATCLIFF INC DBA CLARIFY360

Form 5500-SF

FILING_RECEIVED

CLARIFY360 CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RATCLIFF INC DBA CLARIFY360.

Plan sponsor

Name

RATCLIFF INC DBA CLARIFY360

EIN

81-1117803

Address

102 W. MAIN STREET · P.O. BOX 432 · NEW ALBANY, OH · 43054

Phone

(614) 282-1632

Industry

Information / Tech / Mediasee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-12-03

Filed

2025-12-18

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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