# Claridge Products & Equipment, LLC 401(k) Plan
Source: https://planprovider.pro/companies/claridge-products-equipment-inc-401k-plan

> Claridge Products & Equipment, LLC's 401(k) plan: 282 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Claridge Products & Equipment, LLC

- **Sponsor EIN:** 710302078

- **Sponsor Address:** 480 WRANGLER DR, COPPELL, TX, 75019

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

- **Total Participants:** 282

- **Total Assets:** $7.5M

## 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|282|$7.5M|$318,685|$619,366|

| 2023|324|$7.4M|$338,027|$724,189|

| 2022|455|$8.0M|$327,796|$708,451|

## 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|

| CROWE, LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$37,534|$19,587|$17,947|—|—|

| 2023|$41,582|$21,883|$19,699|—|—|

| 2022|$47,697|$29,031|$18,666|—|—|

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