How big is Clay Financial Services LLC's plan?

Clay Financial Services LLC's plan reported $188K in assets and 4 participants for 2024.

Original filing (PDF)20251001165449NAL0032105762001

Clay Financial Services LLC

Name: Clay Financial Services LLC — Clay Financial, Form 5500 (2024)
Creator: Clay Financial Services LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Clay Financial Services LLC 401(k) P/S Plan

401(k) retirement plan · Clay Financial Services LLC's Clay Financial Services LLC 401(k) P/S Plan held $188K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$188K

Net assets (EOY)

$188K

People on this filing

VEDA Clay signed Clay Financial Services LLC's 2024 Form 5500 as plan administrator.

VEDA Clay — 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

Clay Financial Services LLC's EIN is 81-5300369.

EIN 81-5300369

Plan number 001

Plan year 2024

ACK ID 20251001165449NAL0032105762001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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