How big is Clarion Home Services Group LLC's plan?

Clarion Home Services Group LLC's plan reported $9.6M in assets and 532 participants for 2023.

Original filing (PDF)20240501164908NAL0044433938001

Clarion Home Services Group LLC

Name: Clarion Home Services Group LLC — Clarion Home, Form 5500 (2023)
Creator: Clarion Home Services Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Clarion Home Services Group 401(k) Plan

401(k) retirement plan · Clarion Home Services Group LLC's Clarion Home Services Group 401(k) Plan held $9.6M in plan assets for 532 participants in 2023.

Signals · 1

No auditor on file

Active participants

532

Accounts w/ balance

412

Plan assets (EOY)

$9.6M

Net assets (EOY)

$9.6M

People on this filing

Corey Martin signed Clarion Home Services Group LLC's 2023 Form 5500 as plan administrator.

Corey Martin — 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 Home Services Group LLC's EIN is 84-5036277.

EIN 84-5036277

Plan number 001

Plan year 2023

ACK ID 20240501164908NAL0044433938001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Clarion Home Services Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Clarion Home Services Group 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 HOME SERVICES GROUP LLC.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th percentile).

Helping the score