Plan Snapshot
- Plan Sponsor: Clarity Healthcare Solutions, LLC
- Sponsor EIN: 833333810
- Sponsor Address: 5005 W LAUREL STREET, SUITE 100, TAMPA, FL, 33607
- Plan Type: 401(k)
- Total Participants: 241
- Total Assets: $2.4M
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 | 241 | $2.4M | $0 | $419,062 |
| 2023 | 216 | $1.7M | $0 | $567,058 |
| 2022 | 195 | $855,391 | $0 | $573,047 |
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 |
|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP | Investment Advisor | $13,221 | — | $13,221 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAGEVIEW ADVISORY GROUP — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,221
- Estimated Expense Ratio: 0.546% 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 | $15,707 | — | — | — | — |
| 2023 | $30,301 | $7,450 | $9,895 | — | — |
| 2022 | $23,878 | — | — | — | $23,878 |