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

Clearpath Wealth Partners, LLC's plan reported $305K in assets and 8 participants for 2024.

Original filing (PDF)20251001113847NAL0005903779001

Clearpath Wealth Partners, LLC

Name: Clearpath Wealth Partners, LLC — Clearpath Wealth, Form 5500 (2024)
Creator: Clearpath Wealth Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Clearpath Wealth Partners, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Clearpath Wealth Partners, LLC's Clearpath Wealth Partners, LLC 401(k) Profit Sharing Plan held $305K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$305K

Net assets (EOY)

$305K

Plan identifiers

Clearpath Wealth Partners, LLC's EIN is 82-1092324.

EIN 82-1092324

Plan number 001

Plan year 2024

ACK ID 20251001113847NAL0005903779001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Helping the score