How big is Clark Wealth Partners, LLC's plan?

Clark Wealth Partners, LLC's plan reported $145K in assets and 8 participants for 2025.

Original filing (PDF)20260518150741NAL0000097747001

Clark Wealth Partners, LLC

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

Form 5500-SF

FILING_RECEIVED

Clark Wealth Partners 401(k) Plan

401(k) retirement plan · Clark Wealth Partners, LLC's Clark Wealth Partners 401(k) Plan held $145K in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$145K

Net assets (EOY)

$145K

People on this filing

Denise Kellermann signed Clark Wealth Partners, LLC's 2025 Form 5500 as plan administrator.

Denise Kellermann — 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 Wealth Partners, LLC's EIN is 81-4153633.

EIN 81-4153633

Plan number 001

Plan year 2025

ACK ID 20260518150741NAL0000097747001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Clark Wealth Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

Knocking points off