How big is Clearview Financial Partners LLC's plan?

Clearview Financial Partners LLC's plan reported $598K in assets and 7 participants for 2024.

Original filing (PDF)20250718010946NAL0001097169001

Clearview Financial Partners LLC

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

Form 5500-SF

FILING_RECEIVED

Clearview Financial Partners LLC 401(k) Plan

401(k) retirement plan · Clearview Financial Partners LLC's Clearview Financial Partners LLC 401(k) Plan held $598K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$598K

Net assets (EOY)

$598K

Plan identifiers

Clearview Financial Partners LLC's EIN is 82-1371805.

EIN 82-1371805

Plan number 001

Plan year 2024

ACK ID 20250718010946NAL0001097169001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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