Plan Snapshot
- Plan Sponsor: Clark Grave Vault Company
- Sponsor EIN: 314149350
- Sponsor Address: 375 E FIFTH AVENUE, COLUMBUS, OH, 43201
- Plan Type: 401(k)
- Total Participants: 98
- Total Assets: $19.5M
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 | 98 | $19.5M | $223,801 | $278,537 |
| 2023 | 101 | $17.6M | $206,857 | $270,621 |
| 2022 | 100 | $15.1M | $207,178 | $282,565 |
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 |
|---|---|---|---|---|
| GBQ PARTNERS LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GBQ PARTNERS LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $46,482 | $36,024 | — | — | — |
| 2023 | $43,905 | $31,513 | — | — | — |
| 2022 | $43,521 | $15,010 | $18,511 | — | $10,000 |