# Claremont Companies, LLC 401(k) Plan
Source: https://planprovider.pro/companies/claremont-companies-llc-401k-plan

> Claremont Companies, LLC's 401(k) plan: 426 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Claremont Companies, LLC

- **Sponsor EIN:** 042795779

- **Sponsor Address:** TWO LAKESHORE CENTER 4TH FLOOR, BRIDGEWATER, MA, 02324

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

- **Total Participants:** 426

- **Total Assets:** $11.2M

## 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|426|$11.2M|$536,694|$1.1M|

| 2023|410|$9.8M|$440,006|$968,564|

| 2022|326|$7.6M|$349,291|$752,876|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$44,623|—|$44,623|

| GALLAGHER BENEFIT SERVICES INC DBA|INVESTMENT ADVISOR|$25,193|—|$25,193|

| COHN REZNICK|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $69,816

- **Estimated Expense Ratio:** 0.625% 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|$100,330|$25,193|—|—|—|

| 2023|$78,894|$41,503|—|—|—|

| 2022|$52,878|—|$52,878|—|—|

## Similar Plans

- [Summit Management Partners, LLC](https://planprovider.pro/companies/summit-management-partners-llc-401k-plan) — 427 participants

- [The Dolben Company, INC.](https://planprovider.pro/companies/the-dolben-company-inc-401k-plan) — 435 participants

- [Corcoran Management Company, INC.](https://planprovider.pro/companies/corcoran-management-company-inc-401k-plan) — 393 participants

- [Cummings Properties, LLC](https://planprovider.pro/companies/cummings-properties-llc-401k-plan) — 551 participants

- [Giri Hotel Management LLC](https://planprovider.pro/companies/giri-hotel-management-llc-401k-plan) — 552 participants

- [Churchill Forge, INC.](https://planprovider.pro/companies/churchill-forge-inc-401k-plan) — 281 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/claremont-companies-llc-401k-plan)

© 2026 PlanProvider.Pro