Plan Snapshot
- Plan Sponsor: C. C. Clark, INC.
- Sponsor EIN: 640315032
- Sponsor Address: 300 OAKLAND FLATROCK ROAD, OAKLAND, KY, 42159
- Plan Type: 401(k)
- Total Participants: 1,479
- Total Assets: $73.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,479 | $73.6M | $2.1M | $3.4M |
| 2023 | 1,269 | $64.4M | $2.0M | $3.3M |
| 2022 | 1,097 | $53.4M | $1.9M | $2.9M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| NAIL MCKINNEY | Auditor | $13,000 | — | $13,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,000
- Estimated Expense Ratio: 0.018% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $87,855 | $65,000 | — | $13,000 | — |
| 2023 | $88,446 | $86,535 | $300 | — | — |
| 2022 | $92,393 | — | — | — | — |