# Clapp, Moroney, Vucinich, Beeman And Scheley, A Prof. Corp 401(k) Plan
Source: https://planprovider.pro/companies/clapp-moroney-vucinich-beeman-and-scheley-a-prof-corp-401k-plan

> Clapp, Moroney, Vucinich, Beeman And Scheley, A Prof. Corp's 401(k) plan: 73 participants, plan year 2024 financials, providers, and benchmarks from Form 550…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Clapp, Moroney, Vucinich, Beeman And Scheley, A Prof. Corp

- **Sponsor EIN:** 942756833

- **Sponsor Address:** 5860 OWENS DRIVE SUITE 410, PLEASANTON, CA, 94588

- **Plan Type:** 401(k)

- **Total Participants:** 73

- **Total Assets:** $29.8M

## 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|73|$29.8M|$731,186|$773,586|

| 2023|122|$25.9M|$329,853|$664,765|

| 2022|113|$22.0M|$366,551|$655,613|

## 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|

| GLOBAL RETIREMENT PARTNERS LLC|INVESTMENT ADVISOR|$26,000|—|$26,000|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$10,785|—|$10,785|

| KIMBERLIN COMPANY, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [KIMBERLIN COMPANY, PLLC](https://planprovider.pro/provider/kimberlin-company-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $36,785

- **Estimated Expense Ratio:** 0.123% 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|$41,105|$30,320|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/clapp-moroney-vucinich-beeman-and-scheley-a-prof-corp-401k-plan)

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