How big is Clarity Wealth, LLC's plan?

Clarity Wealth, LLC's plan reported $301K in assets and 3 participants for 2024.

Original filing (PDF)20250708135658NAL0007032944001

Clarity Wealth, LLC

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

Form 5500-SF

FILING_RECEIVED

Clarity Wealth 401(k) Plan

401(k) retirement plan · Clarity Wealth, LLC's Clarity Wealth 401(k) Plan held $301K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$301K

Net assets (EOY)

$301K

Plan identifiers

Clarity Wealth, LLC's EIN is 81-4542973.

EIN 81-4542973

Plan number 001

Plan year 2024

ACK ID 20250708135658NAL0007032944001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Clarity Wealth, LLC's plan includes profit-sharing, 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 CLARITY WEALTH, 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