# Clancy & Theys Construction Company 401(k) Plan
Source: https://planprovider.pro/companies/clancy-theys-construction-company-401k-plan

> Clancy & Theys Construction Company's 401(k) plan: 403 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| WILMINGTON TRUST FIDUCIARY SERVICES|NONE|$176,514|—|$176,514|

| UBS FINANCIAL SERVICES INC.|NONE|$84,098|—|$84,098|

| SENTINEL BENEFITS GROUP LLC|NONE|$19,020|—|$19,020|

| STANCIL PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SENTINEL BENEFITS GROUP LLC](https://planprovider.pro/provider/sentinel-group) — NONE

- [STANCIL PC](https://planprovider.pro/provider/stancil-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $279,632

- **Estimated Expense Ratio:** 0.525% 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|$279,632|$84,098|—|—|—|

| 2023|$227,122|$65,078|—|—|—|

| 2022|$213,248|—|—|—|$213,248|

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