# Clari, INC. DC Plan
Source: https://planprovider.pro/companies/clari-inc-plan-001

> Clari, INC.'s DC plan: 466 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Clari, INC.

- **Sponsor EIN:** 461155069

- **Sponsor Address:** 1154 SONORA COURT, SUNNYVALE, CA, 94086

- **Plan Type:** DC

- **Total Participants:** 466

- **Total Assets:** $37.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|466|$37.1M|$0|$7.3M|

| 2023|499|$27.3M|$0|$7.1M|

| 2022|507|$18.2M|$0|$6.0M|

## 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|

| ADP, INC.|RECORD KEEPER|$9,571|—|$9,571|

| MILLER KAPLAN ARASE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/miller-kaplan-arase-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $9,571

- **Estimated Expense Ratio:** 0.026% 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|$9,572|—|—|—|—|

| 2023|$6,912|—|—|—|—|

| 2022|$3,350|—|—|—|—|

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