Clann Equity Management Services

Sarah Roberts signed Clann Equity Management Services' 2024 Form 5500 as plan administrator.

• Sarah Roberts — Plan Administrator — Form 5500 signer

Signer names are public record from the Form 5500 e-signature.

Clann Equity Management Services' EIN is 87-4195104.

Download the official 2024 Form 5500 (PDF) for Clann Equity Management Services from the U.S. Department of Labor's EFAST2 system.

Clann Equity Management Services' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).