Plan Snapshot
- Plan Sponsor: Clarion Healthcare Consulting, LLC
- Sponsor EIN: 134257227
- Sponsor Address: 280 SUMMER STREET, 8TH FLOOR, BOSTON, MA, 02210
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 90
- Total Assets: $16.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2023 | 90 | $16.1M | $437,075 | $1.2M |
| 2022 | 56 | $12.4M | $305,140 | $850,752 |
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 |
|---|---|---|---|---|
| AMERICAN FIDUCIARY CORPORATION | Recordkeeper | — | $11,997 | $11,997 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,997
- Estimated Expense Ratio: 0.075% 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 |
|---|---|---|---|---|---|
| 2023 | $52,840 | — | $52,840 | — | — |
| 2022 | $287,806 | — | — | — | — |