How big is Clinton Financial Group's plan?

Clinton Financial Group's plan reported $1.5M in assets and 15 participants for 2024.

Original filing (PDF)20250930114743NAL0013154864001

Clinton Financial Group

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

Form 5500-SF

FILING_RECEIVED

Clinton Financial Group 401(k) Plan

401(k) retirement plan · Clinton Financial Group's Clinton Financial Group 401(k) Plan held $1.5M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

John Kozakis signed Clinton Financial Group's 2024 Form 5500 as plan administrator.

John Kozakis — 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

Clinton Financial Group's EIN is 83-0508623.

EIN 83-0508623

Plan number 001

Plan year 2024

ACK ID 20250930114743NAL0013154864001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Clinton Financial Group'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 CLINTON FINANCIAL GROUP.

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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