How big is Clark Asset Management, LLC's plan?

Clark Asset Management, LLC's plan reported $836K in assets and 10 participants for 2025.

Original filing (PDF)20260427220826NAL0005080355066

Clark Asset Management, LLC

Name: Clark Asset Management, LLC — Clark Asset Management, Form 5500 (2025)
Creator: Clark Asset Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Clark Asset Management, LLC 401(k) Plan

401(k) retirement plan · Clark Asset Management, LLC's Clark Asset Management, LLC 401(k) Plan held $836K in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$836K

Net assets (EOY)

$836K

People on this filing

Elantha Barry signed Clark Asset Management, LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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 Asset Management, LLC's EIN is 81-2896080.

EIN 81-2896080

Plan number 001

Plan year 2025

ACK ID 20260427220826NAL0005080355066

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Clark Asset Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Clark Asset Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 CLARK ASSET MANAGEMENT, 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