Original filing (PDF)20251002124456NAL0000505889001

CLAREMONT FINANCIAL GROUP, INC.

Name: CLAREMONT FINANCIAL GROUP, INC. — CLAREMONT FINANCIAL GROUP, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CLAREMONT FINANCIAL GROUP, INC.

Form 5500-SF

FILING_RECEIVED

CLAREMONT FINANCIAL GROUP, INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLAREMONT FINANCIAL GROUP, INC..

Plan sponsor

Name

CLAREMONT FINANCIAL GROUP, INC.

EIN

95-4458857

Address

245 FISCHER AVENUE, A-4 · COSTA MESA, CA · 92626

Phone

(714) 546-2100

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

KOTAK MAHINDRA INC

KOTAK MAHINDRA 401(K) PLAN

$2.4M · 10 participants

ROBERT S. COLLINS III DBA WEALTH MANAGEMENT GROUP

WMG 401(K) PLAN

$2.4M · 6 participants

BIALKE FINANCIAL PARTNERS, LLC

BIALKE FINANCIAL PARTNERS, LLC 401(K) PROFIT SHARING PLAN

$2.5M · 4 participants

ISAAK BOND INVESTMENTS, INC.

ISAAK BOND INVESTMENTS 401(K) PROFIT SHARING PLAN

$2.4M · 10 participants

MLG WEALTH MANAGEMENT

PINE GROVE FINANCIAL GROUP 401K PLAN