Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CLARITY WEALTH ADVISORS
EIN 45-2307378investment managementLatest filing 2024
Plans
2
Retirement
2
$4.6M assets
Welfare
0
Participants
8
2160 THE ALAMEDA, SUITE A - SAN JOSE, CA 951261122408-560-3220claritywealthadvisors.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.6M assets / 8 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CLARITY WEALTH ADVISORS DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$2.4M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CLARITY WEALTH ADVISORS RETIREMENT TRUST
401k
Assets$2.2M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CLARITY WEALTH ADVISORS DEFINED BENEFIT PENSION PLAN | TraditionalDB | $2.4M | 4 | 2024 | |
| 001 | CLARITY WEALTH ADVISORS RETIREMENT TRUST | 401k | $2.2M | 4 | 2024 |
Retirement plans