# Clarivate Analytics (Us) LLC 401(k) Plan
Source: https://planprovider.pro/companies/clarivate-analytics-us-llc-401k-plan

> Clarivate Analytics (Us) LLC's 401(k) plan: 2,732 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Clarivate Analytics (Us) LLC

- **Sponsor EIN:** 231569117

- **Sponsor Address:** 789 E. EISENHOWER PARKWAY, ANN ARBOR, MI, 48108

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

- **Total Participants:** 2,732

- **Total Assets:** $519.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|2,732|$519.7M|$12.7M|$33.8M|

| 2023|2,760|$447.4M|$13.0M|$32.6M|

| 2022|2,944|$360.4M|$12.4M|$31.6M|

## 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|

| BAKER TILLY US, LLP|Auditor|$13,054|—|$13,054|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $13,054

- **Estimated Expense Ratio:** 0.003% 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|$356,190|$117,356|—|$13,054|—|

| 2023|$339,861|$88,965|$1,200|$10,054|—|

| 2022|$231,486|$54,652|—|—|—|

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