How big is Clergy Advantage, Inc.'s plan?

Clergy Advantage, Inc.'s plan reported $1.3M in assets and 34 participants for 2024.

Original filing (PDF)20250930154110NAL0015134192001

Clergy Advantage, Inc.

Name: Clergy Advantage, Inc. — Clergy Advantage, Inc., Form 5500 (2024)
Creator: Clergy Advantage, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Clergy Advantage, Inc. 401(k) Plan

401(k) retirement plan · Clergy Advantage, Inc.'s Clergy Advantage, Inc. 401(k) Plan held $1.3M in plan assets for 34 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

TARA Evans, for TAG Resources signed Clergy Advantage, Inc.'s 2024 Form 5500 as plan administrator.

TARA Evans, for TAG Resources — 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

Clergy Advantage, Inc.'s EIN is 84-1449484.

EIN 84-1449484

Plan number 001

Plan year 2024

ACK ID 20250930154110NAL0015134192001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Clergy Advantage, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Clergy Advantage, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLERGY ADVANTAGE, INC..

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Plan health score

Above-average plan

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