Clarion Partners, Llc 401(k) Plan: Login, Facts & Contact Information

Clarion Partners, Llc 401(k) Plan Facts

Plan name
CLARION PARTNERS, LLC 401(K) PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CLARION PARTNERS, LLC
Participants
520 (320 active employees)
Former employees with a balance
166
Plan assets
$166,753,837 at Dec 31, 2024
Average account balance
$334,176 across 499 accounts
Employer contributions
$4,637,404 in plan year 2024 (42% of all contributions)
Recordkeeper
Voya Retirement Insurance & Annuity
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
May 1, 1991
✓ Employer contributions— Automatic enrollment— Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 23, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $11.1 million went into the plan in contributions, $4.64 million of it from the employer (42%).
  • $17.7 million was paid out to participants.
  • Investment and other income added $24.1 million.
  • Administrative expenses were $131,926, about $264 per account.

How the Clarion Partners, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019592$120.5 million$3.05 million$9.38 million
2020603$137.9 million$3.46 million$10.3 million
2021582$159.8 million$3.68 million$7.02 million
2022593$122.5 million$3.87 million$13.5 million
2023523$149.4 million$4.29 million$8.00 million
2024520$166.8 million$4.64 million$17.7 million

Clarion Partners, Llc 401(k) Contact Information

Phone
212-883-2653
Mailing address
ONE MADISON AVENUE 14TH FLOOR, NEW YORK NY 10010
Plan sponsor
CLARION PARTNERS, LLC
Employer identification number (EIN)
13-3379970
Plan number
001

Questions about the Clarion Partners, Llc 401(k)

Does Clarion Partners, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $4.64 million, 42% of all contributions.

Does the Clarion Partners, Llc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Clarion Partners, Llc 401(k) plan?

520 participants at the start of plan year 2024, 320 of them active employees, and 166 former employees who still had money in the plan.

What is the average 401(k) balance at Clarion Partners, Llc?

About $334,176 per account: $166.8 million in plan assets across 499 accounts with a balance at the end of plan year 2024.

Who manages the Clarion Partners, Llc 401(k) accounts?

Voya Financial (listed on the filing as VOYA RETIREMENT INSURANCE & ANNUITY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Clarion Partners, Llc. How do I access my 401(k)?

Your account stays with Voya Financial after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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