# C.C. Clark, INC. 401(k) Plan
Source: https://planprovider.pro/companies/c-c-clark-inc-640315032-505

> C.C. Clark, INC.'s 401(k) plan: 852 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** C.C. Clark, INC.

- **Sponsor EIN:** 640315032

- **Sponsor Address:** 300 OAKLAND FLATROCK ROAD, OAKLAND, KY, 421599766

- **Plan Type:** 401(k)

- **Plan Number:** 505

- **Total Participants:** 852

- **Total Assets:** $1.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|852|$1.2M|$5.1M|$2.4M|

| 2023|780|$1.1M|$5.5M|$2.6M|

| 2022|721|$196,682|$4.6M|$2.6M|

## 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|

| UMR, INC.|Other Service Provider|$577,500|$11,257|$588,757|

| MAXORPLUS, LTD|Other Service Provider|$75,199|—|$75,199|

| VITALITY|Other Service Provider|$59,955|—|$59,955|

| HOUCHENS INSURANCE GROUP|Other Service Provider|$21,808|—|$21,808|

| MCGREGOR & ASSOCIATES|Other Service Provider|$18,297|—|$18,297|

| FORVIS MAZARS, LLP|Other Service Provider|$16,800|—|$16,800|

| HRI DBA HUMANA WELLNESS|Other Service Provider|$5,825|—|$5,825|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $786,641

- **Estimated Expense Ratio:** 64.204% 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|$777,923|$21,808|$652,699|$16,800|—|

| 2023|$666,019|—|$642,910|$20,635|—|

| 2022|$615,087|—|$588,404|—|$24,670|

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