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FINANCIAL CIARITY BY DESIGN

EIN 39-1213544-financial services-Latest filing 2025
Plans
1
Retirement
1
$498K assets
Welfare
0
Participants
4
702 E WILLOW DR. - SPENCER, WI 54479715-659-4255mcneelyfinancial.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$498K - 4 part

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Retirement#001

FINANCIAL CLARITY BY DESIGN 401(K) PLAN

401k

Assets$498K
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FINANCIAL CLARITY BY DESIGN 401(K) PLAN401k$498K42025
Retirement plans
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