Assets by plan
Share of aggregate retirement assets
55%top
Sponsor portfolio
CLP FINANCIAL GROUP INC - 401K
EIN 57-1218927financial servicesLatest filing 2025
Plans
2
Retirement
2
$694K assets
Welfare
0
Participants
9
501 INDEPENDENCE, PARKWAY SUITE #350 - CHESAPEAKE, VA 23320757-366-5242clpfinancial.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $694K assets / 9 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#001
CLP FINANCIAL GROUP INC - 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$380K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
CLP FINANCIAL GROUP INC. CASH BALANCE PLAN
CashBalance
Assets$314K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CLP FINANCIAL GROUP INC - 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $380K | 6 | 2025 | |
| 002 | CLP FINANCIAL GROUP INC. CASH BALANCE PLAN | CashBalance | $314K | 3 | 2025 |
Retirement plans