How big is Clifford Planning & Architecture LLC's plan?

Clifford Planning & Architecture LLC's plan reported $2.7M in assets and 14 participants for 2022.

Original filing (PDF)20230928180749NAL0017108160001

Clifford Planning & Architecture LLC

Name: Clifford Planning & Architecture LLC — Clifford, Form 5500 (2022)
Creator: Clifford Planning & Architecture LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Clifford Planning & Architecture LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Clifford Planning & Architecture LLC's Clifford Planning & Architecture LLC 401(k) Profit Sharing Plan held $2.7M in plan assets for 14 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Janine Shinoki-Evans signed Clifford Planning & Architecture LLC's 2022 Form 5500 as plan administrator.

Janine Shinoki-Evans — 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

Clifford Planning & Architecture LLC's EIN is 91-2173316.

EIN 91-2173316

Plan number 001

Plan year 2022

ACK ID 20230928180749NAL0017108160001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Clifford Planning & Architecture LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Clifford Planning & Architecture 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 CLIFFORD PLANNING & ARCHITECTURE 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