Original filing (PDF)20250911155020NAL0001621682001

ROBERT J. CLANCEY, LTD.

Name: ROBERT J. CLANCEY, LTD. — EMPLOYEE BENEFIT PLAN OF ROBERT J. CLANCEY, LTD., Form 5500 (2024)
Creator: ROBERT J. CLANCEY, LTD.

Form 5500-SF

FILING_RECEIVED

EMPLOYEE BENEFIT PLAN OF ROBERT J. CLANCEY, LTD.

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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 ROBERT J. CLANCEY, LTD..

Plan sponsor

Name

ROBERT J. CLANCEY, LTD.

EIN

99-0105113

Address

99-1275 WAIUA PL · AIEA, HI · 967015667

Phone

(808) 487-7366

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-11

Pension benefit codes

2G · Total participant-directed accounts

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

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

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