# Clarion Healthcare Consulting, LLC 401(k) Plan
Source: https://planprovider.pro/companies/clarion-healthcare-consulting-llc-plan

> Clarion Healthcare Consulting, LLC&#39;s 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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)

- **Total Participants:** 0

- **Total Assets:** $0

## 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.|

| 2024|0|$0|$0|$0|

| 2023|90|$16.1M|$437,075|$1.2M|

| 2022|137|$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|THIRD PARTY ADMINISTRATOR|—|$23,994|$23,994|

| COHNREZNICK LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $23,994

### 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|$295|—|$295|—|—|

| 2023|$52,840|—|$52,840|—|—|

| 2022|—|—|—|—|—|

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