How big is Clarity Wealth Group LLC's plan?

Clarity Wealth Group LLC's plan reported $7.9M in assets and 45 participants for 2025.

Original filing (PDF)20260423133611NAL0007619488001

Clarity Wealth Group LLC

Name: Clarity Wealth Group LLC — Clarity Wealth Group, Form 5500 (2025)
Creator: Clarity Wealth Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Clarity Wealth Group 401(k) Plan

401(k) retirement plan · Clarity Wealth Group LLC's Clarity Wealth Group 401(k) Plan held $7.9M in plan assets for 45 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.9M

Net assets (EOY)

$7.9M

Plan identifiers

Clarity Wealth Group LLC's EIN is 92-2557478.

EIN 92-2557478

Plan number 001

Plan year 2025

ACK ID 20260423133611NAL0007619488001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Clarity Wealth Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Clarity Wealth 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 CLARITY WEALTH 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

Helping the score