Plan Snapshot
- Plan Sponsor: Clarion Sintered Metals, INC.
- Sponsor EIN: 251474829
- Sponsor Address: 3472 MONTMORENCI ROAD, RIDGWAY, PA, 158530320
- Plan Type: 401(k)
- Plan Number: 004
- Total Participants: 91
- Total Assets: $2.2M
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 | 91 | $2.2M | $55,526 | $177,780 |
| 2023 | 102 | $1.9M | $61,848 | $195,370 |
| 2022 | 99 | $1.5M | $42,518 | $179,000 |
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 |
|---|---|---|---|---|
| RAYMOND JAMES | Investment Advisor | $9,725 | — | $9,725 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,725
- Estimated Expense Ratio: 0.449% 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 | $2,635 | — | — | — | — |
| 2023 | $810 | — | $810 | — | — |
| 2022 | $1,125 | — | $1,125 | — | — |