Plan Snapshot
- Plan Sponsor: Clair Global Corporation
- Sponsor EIN: 233060180
- Sponsor Address: PO BOX 396, LITITZ, PA, 17543
- Plan Type: 401(k)
- Total Participants: 1,426
- Total Assets: $114.9M
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 | 1,426 | $114.9M | $2.5M | $8.4M |
| 2023 | 1,414 | $95.0M | $1.9M | $6.3M |
| 2022 | 829 | $69.0M | $1.5M | $5.0M |
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 |
|---|---|---|---|---|
| WALZ GROUP | Auditor | $22,000 | — | $22,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WALZ GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,000
- Estimated Expense Ratio: 0.019% 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 | $306,366 | $247,324 | — | $22,000 | — |
| 2023 | $226,270 | $167,866 | — | $20,700 | — |
| 2022 | $218,753 | — | — | — | $218,753 |