PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. KLARITY PC
Sponsor portfolio

KLARITY PC

EIN 47-2241832-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
48
8123 CASTLETON ROAD - INDIANAPOLIS, IN 46250317-777-1034
Plans on this EIN
2 filings
#002CashBalance-$825K - 20 part#001401k-$441K - 28 part

Retirement portfolio analytics

2 plans aggregated / $1.3M assets / 48 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • CASH BALANCE PLAN (#002)65%
  • KLARITY PC 401(K) (#001)35%
Total $1.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • KLARITY PC 401(K) (#001)28
  • CASH BALANCE PLAN (#002)20
Total 48Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

KLARITY PC CASH BALANCE PLAN

CashBalance

Assets$825K
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

KLARITY PC 401(K) PLAN

401k

Assets$441K
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002KLARITY PC CASH BALANCE PLANCashBalance$825K202025
001KLARITY PC 401(K) PLAN401k$441K282025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica