How big is Clark Advisory LLC's plan?

Clark Advisory LLC's plan reported $970K in assets and 2 participants for 2024.

Original filing (PDF)20250829161834NAL0006341251001

Clark Advisory LLC

Name: Clark Advisory LLC — Clark Advisory LLC 401(k), Form 5500 (2024)
Creator: Clark Advisory LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Clark Advisory LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Clark Advisory LLC's Clark Advisory LLC 401(k) Profit Sharing Plan & Trust held $970K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$970K

Net assets (EOY)

$970K

People on this filing

Brian Clark signed Clark Advisory LLC's 2024 Form 5500 as plan administrator.

Brian Clark — 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

Clark Advisory LLC's EIN is 81-1339856.

EIN 81-1339856

Plan number 001

Plan year 2024

ACK ID 20250829161834NAL0006341251001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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