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Sponsor portfolio

CLEARLAKE FAMILY OFFICE, INC.

EIN 47-4353368-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$4.1M assets
Welfare
0
Participants
14
617 2ND STREET, SUITE D - PETALUMA, CA 94952415-456-8324
Plans on this EIN
1 filing
#004401k-$4.1M - 14 part

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Retirement#004

CLEARLAKE FAMILY OFFICE, INC. 401K PROFIT SHARING PLAN

401k

Assets$4.1M
Participants14
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
004CLEARLAKE FAMILY OFFICE, INC. 401K PROFIT SHARING PLAN401k$4.1M142025
Retirement plans
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