How big is Clark Guilliam Wealth Management's plan?

Clark Guilliam Wealth Management's plan reported $654K in assets and 7 participants for 2024.

Original filing (PDF)20250520101506NAL0001025873001

Clark Guilliam Wealth Management

Name: Clark Guilliam Wealth Management — Clark Guilliam, Form 5500 (2024)
Creator: Clark Guilliam Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Clark Guilliam Wealth Management Safe Harbor 401(k) Plan

401(k) retirement plan · Clark Guilliam Wealth Management's Clark Guilliam Wealth Management Safe Harbor 401(k) Plan held $654K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$654K

Net assets (EOY)

$654K

People on this filing

Todd Guilliam signed Clark Guilliam Wealth Management's 2024 Form 5500 as plan administrator.

Todd Guilliam — 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

Clark Guilliam Wealth Management's EIN is 85-1647719.

EIN 85-1647719

Plan number 001

Plan year 2024

ACK ID 20250520101506NAL0001025873001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Clark Guilliam Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Clark Guilliam Wealth Management's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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