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  2. Clareo Partners, LLC

Filings through Oct 24, 2026.

Clareo Partners, LLC

EIN 20-0190453-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$6.8M assets
Health & Benefits
0
Participants
18
200 E LAS OLAS BLVD., SUITE 1400 - FORT LAUDERDALE, FL 33301717-319-8356
Plans on this EIN
1 filing
#001401(k)-$6.8M - 18 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

CLAREO PARTNERS LLC 401(K) AND PROFIT SHARING PLAN

401(k)

Assets$6.8M
Participants18
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001CLAREO PARTNERS LLC 401(K) AND PROFIT SHARING PLAN401(k)$6.8M182025
  • CLAREO PARTNERS LLC 401(K) AND PROFIT SHARING PLAN$6.8M
    #001 · 401(k) · 202518
Retirement plans
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