Plan Snapshot
- Plan Sponsor: Clarity Care, INC.
- Sponsor EIN: 391569283
- Sponsor Address: 424 WASHINGTON AVENUE, OSHKOSH, WI, 54901
- Plan Type: 401(k)
- Total Participants: 565
- Total Assets: $5.4M
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 | 565 | $5.4M | $59,114 | $204,574 |
| 2023 | 499 | $5.0M | $36,445 | $243,362 |
| 2022 | 528 | $4.4M | $136,477 | $216,992 |
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 |
|---|---|---|---|---|
| KERBERROSE SC | Auditor | $7,094 | — | $7,094 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KERBERROSE SC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,094
- Estimated Expense Ratio: 0.132% 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 | $61,574 | $1,402 | $7,565 | $7,094 | — |
| 2023 | $59,957 | $869 | $5,760 | $9,661 | — |
| 2022 | $59,903 | $436 | $59,467 | — | — |