# Clare Holdings, LLC 401(k) Plan
Source: https://planprovider.pro/companies/clare-holdings-llc-401k-plan

> Clare Holdings, LLC's 401(k) plan: 521 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Clare Holdings, LLC

- **Sponsor EIN:** 273400666

- **Sponsor Address:** 200 OVERLAND DRIVE, NORTH AURORA, IL, 60542

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

- **Total Participants:** 521

- **Total Assets:** $24.2M

## 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|521|$24.2M|$413,487|$1.3M|

| 2023|527|$21.7M|$379,070|$1.2M|

| 2022|497|$17.3M|$309,983|$1.1M|

## 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|

| WINTRUST INVESTMENTS LLC|INVESTMENT ADVISOR|$40,289|—|$40,289|

| JPMORGAN INVEST HOLDINGS LLC|RECORDKEEPER|$12,733|—|$12,733|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$9,143|—|$9,143|

| SELDEN FOX|Auditor|$3,600|—|$3,600|

### Verified Provider Profiles

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

- [SELDEN FOX](https://planprovider.pro/provider/selden-fox-ltd) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $65,765

- **Estimated Expense Ratio:** 0.272% 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|$65,765|$49,432|—|$3,600|—|

| 2023|$58,197|$43,375|—|$13,675|—|

| 2022|$66,551|—|$66,551|—|—|

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