· 2022–2024 · DOL EFAST2

CLARK GUILLIAM WEALTH MANAGEMENT — CLARK GUILLIAM WEALTH MANAGEMENT SAFE HARBOR 401(K) PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250520101506NAL0001025873001

CLARK GUILLIAM WEALTH MANAGEMENT

Form 5500-SF

FILING_RECEIVED

CLARK GUILLIAM WEALTH MANAGEMENT SAFE HARBOR 401(K) PLAN

401(k) retirement plan

Active participants

7

Accounts w/ balance

7

Plan assets (EOY)

$654K

Net assets (EOY)

$654K

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

83

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLARK GUILLIAM WEALTH MANAGEMENT.

Plan sponsor

Name

CLARK GUILLIAM WEALTH MANAGEMENT

EIN

85-1647719

Address

875 N. CLEVELAND MASSILLON ROAD · AKRON, OH · 44333

Phone

(330) 932-4110

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-20

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2G · Total participant-directed accounts

2F · ERISA section 404(c)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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