How big is Clayton Korte LLC's plan?

Clayton Korte LLC's plan reported $2.4M in assets and 36 participants for 2024.

Original filing (PDF)20250722143258NAL0001435267001

Clayton Korte LLC

Name: Clayton Korte LLC — Clayton Korte 401(k) Plan, Form 5500 (2024)
Creator: Clayton Korte LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Clayton Korte 401(k) Plan

401(k) retirement plan · Clayton Korte LLC's Clayton Korte 401(k) Plan held $2.4M in plan assets for 36 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Courtney Carroll signed Clayton Korte LLC's 2024 Form 5500 as plan administrator.

Courtney Carroll — 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

Clayton Korte LLC's EIN is 85-3664757.

EIN 85-3664757

Plan number 001

Plan year 2024

ACK ID 20250722143258NAL0001435267001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Clayton Korte LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLAYTON KORTE 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