Plan Snapshot
- Plan Sponsor: Clark Capital Management Group, INC.
- Sponsor EIN: 232420504
- Sponsor Address: 1650 MARKET STREET 53RD FLOOR, PHILADELPHIA, PA, 19103
- Plan Type: DC
- Total Participants: 151
- Total Assets: $35.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 151 | $35.2M | $1.3M | $2.5M |
| 2023 | 140 | $30.2M | $1.1M | $2.3M |
| 2022 | 129 | $22.8M | $976,275 | $2.1M |
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 |
|---|---|---|---|---|
| PCS RETIREMENT, LLC | CONTRACT ADMINISTRATOR | $51,393 | — | $51,393 |
| TAIT, WELLER, & BAKER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PCS RETIREMENT, LLC — CONTRACT ADMINISTRATOR
- TAIT, WELLER, & BAKER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $51,393
- Estimated Expense Ratio: 0.146% 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 | $51,393 | — | $51,393 | — | — |
| 2023 | $37,114 | — | $37,114 | — | — |
| 2022 | $62,724 | — | $62,724 | — | — |