How big is NW Clearwater Group LLC's plan?

NW Clearwater Group LLC's plan reported $2.7M in assets and 19 participants for 2024.

Original filing (PDF)20250709193136NAL0008432736001

NW Clearwater Group LLC

Name: NW Clearwater Group LLC — NW Clearwater Group LLC, Form 5500 (2024)
Creator: NW Clearwater Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

NW Clearwater Group LLC Retirement Trust

401(k) retirement plan · NW Clearwater Group LLC's NW Clearwater Group LLC Retirement Trust held $2.7M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

David Herness signed NW Clearwater Group LLC's 2024 Form 5500 as plan administrator.

David Herness — 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

NW Clearwater Group LLC's EIN is 91-2108849.

EIN 91-2108849

Plan number 001

Plan year 2024

ACK ID 20250709193136NAL0008432736001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

NW Clearwater Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Knocking points off