How big is Clarkston Capital Partners LLC's plan?

Clarkston Capital Partners LLC's plan reported $16.3M in assets and 37 participants for 2025.

Original filing (PDF)20260424083039NAL0003016883001

Clarkston Capital Partners LLC

Name: Clarkston Capital Partners LLC — Clarkston Capital, Form 5500 (2025)
Creator: Clarkston Capital Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Clarkston Capital Partners LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Clarkston Capital Partners LLC's Clarkston Capital Partners LLC 401(k) Profit Sharing Plan & Trust held $16.3M in plan assets for 37 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$16.3M

Net assets (EOY)

$16.3M

Plan identifiers

Clarkston Capital Partners LLC's EIN is 83-0473650.

EIN 83-0473650

Plan number 001

Plan year 2025

ACK ID 20260424083039NAL0003016883001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Clarkston Capital Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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