Plan Snapshot
- Plan Sponsor: Clancy & Theys Construction Company
- Sponsor EIN: 560509939
- Sponsor Address: P.O. BOX 27608, RALEIGH, NC, 27611
- Plan Type: 401(k)
- Total Participants: 403
- Total Assets: $53.3M
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 | 403 | $53.3M | $730,114 | $3.5M |
| 2023 | 439 | $46.3M | $1.5M | $2.8M |
| 2022 | 414 | $36.7M | $1.3M | $2.2M |
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 |
|---|---|---|---|---|
| STANCIL PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCIL PC — Auditor
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 | $279,632 | $84,098 | — | — | — |
| 2023 | $227,122 | $65,078 | — | — | — |
| 2022 | $213,248 | — | — | — | $213,248 |