# Cl Enterprises, LLC 401(k) Plan
Source: https://planprovider.pro/companies/cl-enterprises-401k-plan

> Cl Enterprises, LLC's 401(k) plan: 555 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| EMPOWER ANNUITY INSURANCE CO|RECORDKEEPER|$28,964|—|$28,964|

| FAIRCOURT PARTNERS LLC|INVESTMENT ADVISOR|$15,644|—|$15,644|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$7,269|—|$7,269|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$6,075|—|$6,075|

| PENTEGRA SERVICES INC|CONTRACT ADMIN|$5,910|—|$5,910|

| CASSELL PLAN AUDITS, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $63,862

- **Estimated Expense Ratio:** 0.788% 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|$55,587|$22,913|$5,910|—|—|

| 2023|$50,746|$50,746|—|—|—|

| 2022|$22,332|$22,332|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/cl-enterprises-401k-plan)

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