# Clarion Partners, LLC 401(k) Plan
Source: https://planprovider.pro/companies/clarion-partners-llc-401k-plan

> Clarion Partners, LLC's 401(k) plan: 320 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Clarion Partners, LLC

- **Sponsor EIN:** 133379970

- **Sponsor Address:** ONE MADISON AVENUE, NEW YORK, NY, 10010

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

- **Total Participants:** 320

- **Total Assets:** $166.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|320|$166.8M|$4.6M|$5.2M|

| 2023|339|$149.4M|$4.3M|$4.8M|

| 2022|334|$122.5M|$3.9M|$4.1M|

## 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|

| VOYA RETIREMENT INSURANCE & ANNUITY|SERVICE PROVIDER|$75,647|$1,325|$76,972|

| COHNREZNICK LLP|AUDITOR|$38,825|—|$38,825|

| VOYA RETIREMENT ADVISORS, LLC|SERVICE PROVIDER|$17,454|—|$17,454|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $133,251

- **Estimated Expense Ratio:** 0.080% 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|$131,926|$17,470|$73,306|—|—|

| 2023|$107,761|$11,836|$77,475|—|—|

| 2022|$110,529|—|—|—|—|

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