How big is Clarion Associates, LLC's plan?

Clarion Associates, LLC's plan reported $5.6M in assets and 20 participants for 2024.

Original filing (PDF)20250603113122NAL0029479682001

Clarion Associates, LLC

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

Form 5500-SF

FILING_RECEIVED

Clarion Associates, LLC 401(k) Plan

401(k) retirement plan · Clarion Associates, LLC's Clarion Associates, LLC 401(k) Plan held $5.6M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.6M

Net assets (EOY)

$5.6M

People on this filing

Elizabeth Garvin signed Clarion Associates, LLC's 2024 Form 5500 as plan administrator.

Elizabeth Garvin — 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

Clarion Associates, LLC's EIN is 84-1290530.

EIN 84-1290530

Plan number 001

Plan year 2024

ACK ID 20250603113122NAL0029479682001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Clarion Associates, 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 CLARION ASSOCIATES, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

CLARION ASSOCIATES, LLC

EIN

all filings

Address

1630 WELTON STREET SUITE 1000C · DENVER, CO · 80202

Phone

(303) 830-2890

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator