Plan Snapshot
- Plan Sponsor: Clarios, LLC
- Sponsor EIN: 391684871
- Sponsor Address: 5757 N GREEN BAY AVE, GLENDALE, WI, 532094408
- Plan Type: DB
- Total Participants: 1,056
- Total Assets: $247.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,056 | $247.7M | $14.2M | $0 |
| 2023 | 1,147 | $251.1M | $0 | $0 |
| 2022 | 1,258 | $254.9M | $0 | $0 |
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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | $15,000 | — | $15,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,000
- Estimated Expense Ratio: 0.006% 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 | $2,618,516 | $394,492 | — | $15,000 | — |
| 2023 | $2,782,940 | $262,242 | — | — | — |
| 2022 | $2,437,884 | — | — | — | $831,188 |