How big is Clifford Square Wealth Advisors' plan?

Clifford Square Wealth Advisors' plan reported $104K in assets and 2 participants for 2025.

Original filing (PDF)20260504220429NAL0000323841075

Clifford Square Wealth Advisors

Name: Clifford Square Wealth Advisors — Clifford Square, Form 5500 (2025)
Creator: Clifford Square Wealth Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Clifford Square Wealth Advisors 401(k) Plan

401(k) retirement plan · Clifford Square Wealth Advisors' Clifford Square Wealth Advisors 401(k) Plan held $104K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$104K

Net assets (EOY)

$104K

Plan identifiers

Clifford Square Wealth Advisors' EIN is 99-0817608.

EIN 99-0817608

Plan number 001

Plan year 2025

ACK ID 20260504220429NAL0000323841075

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Clifford Square Wealth Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Clifford Square Wealth Advisors' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 CLIFFORD SQUARE WEALTH ADVISORS.

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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