How big is Clairmont Financial Advisors, LLC's plan?

Clairmont Financial Advisors, LLC's plan reported $158K in assets and 4 participants for 2025.

Original filing (PDF)20260414171849NAL0018838193001

Clairmont Financial Advisors, LLC

Name: Clairmont Financial Advisors, LLC — Clairmont, Form 5500 (2025)
Creator: Clairmont Financial Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Clairmont Financial Advisors, LLC 401(k) Plan

401(k) retirement plan · Clairmont Financial Advisors, LLC's Clairmont Financial Advisors, LLC 401(k) Plan held $158K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$158K

Net assets (EOY)

$158K

People on this filing

GUY Clairmont signed Clairmont Financial Advisors, LLC's 2025 Form 5500 as plan administrator.

GUY Clairmont — 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

Clairmont Financial Advisors, LLC's EIN is 82-3017769.

EIN 82-3017769

Plan number 001

Plan year 2025

ACK ID 20260414171849NAL0018838193001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Clairmont Financial Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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