How big is Clarke Financial LLC's plan?

Clarke Financial LLC's plan reported $199K in assets and 2 participants for 2025.

Original filing (PDF)20260505132634NAL0001330624002

Clarke Financial LLC

Name: Clarke Financial LLC — Jones Financial Partners, Form 5500 (2025)
Creator: Clarke Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jones Financial Partners 401(k) Plan

401(k) retirement plan · Clarke Financial LLC's Jones Financial Partners 401(k) Plan held $199K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$199K

Net assets (EOY)

$199K

People on this filing

Stephen C. Jones signed Clarke Financial LLC's 2025 Form 5500 as plan administrator.

Stephen C. Jones — 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

Clarke Financial LLC's EIN is 85-2573888.

EIN 85-2573888

Plan number 001

Plan year 2025

ACK ID 20260505132634NAL0001330624002

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Clarke Financial LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Clarke Financial LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLARKE FINANCIAL 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 (94th percentile).

Plan sponsor

Name

CLARKE FINANCIAL LLC

EIN

all filings

Address

717 WALL STREET · NORMAN, OK · 73069

Phone

(405) 366-1297

Industry

Finance & Insurance

Plan administrator