Lodestone Clark Capital INC. 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Lodestone Clark Capital INC.
  • Sponsor EIN: 870969361
  • Sponsor Address: 11607 S DOUGLAS VISTA DR, DRAPER, UT, 840201668
  • Plan Type: 401(k)
  • Total Participants: 1
  • Total Assets: $34,775

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20231$34,775$0$0
20221$237,775$0$0

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