Plan Snapshot
- Plan Sponsor: Cl Enterprises, LLC
- Sponsor EIN: 464384209
- Sponsor Address: 315 FIFTH STREET, PERU, IL, 61354
- Plan Type: 401(k)
- Total Participants: 555
- Total Assets: $8.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 555 | $8.1M | $746,773 | $1.2M |
| 2023 | 492 | $6.2M | $645,221 | $1.1M |
| 2022 | 506 | $3.8M | $563,758 | $892,694 |
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 |
|---|---|---|---|---|
| CASSELL PLAN AUDITS, P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $55,587 | $22,913 | $5,910 | — | — |
| 2023 | $50,746 | $50,746 | — | — | — |
| 2022 | $22,332 | $22,332 | — | — | — |