How big is Clarkston Nelson LLC's plan?

Clarkston Nelson LLC's plan reported $327K in assets and 3 participants for 2024.

Original filing (PDF)20250903144516NAL0009138099001

Clarkston Nelson LLC

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

Form 5500-SF

FILING_RECEIVED

Clarkston Nelson LLC 401(k) Plan

401(k) retirement plan · Clarkston Nelson LLC's Clarkston Nelson LLC 401(k) Plan held $327K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$327K

Net assets (EOY)

$327K

Plan identifiers

Clarkston Nelson LLC's EIN is 92-0971352.

EIN 92-0971352

Plan number 001

Plan year 2024

ACK ID 20250903144516NAL0009138099001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Clarkston Nelson LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 CLARKSTON NELSON 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