Plan Snapshot
- Plan Sponsor: Clark Pacific
- Sponsor EIN: 680262848
- Sponsor Address: 710 RIVERPOINT COURT, SUITE 100, WEST SACRAMENTO, CA, 95605
- Plan Type: 401(k)
- Total Participants: 670
- Total Assets: $4.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 670 | $4.4M | $842,970 | $410,407 |
| 2023 | 222 | $2.9M | $562,812 | $254,782 |
| 2022 | 333 | $2.1M | $103,774 | $187,173 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INS. COMPANY | RECORDKEEPER | $19,221 | — | $19,221 |
| CAPTRUST FINANCIAL | INVESTMENT ADVISOR | $7,544 | — | $7,544 |
| ATTEBERRY/SEARLE, INC. | CONTRACT ADMIN. | $5,500 | — | $5,500 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $32,265
- Estimated Expense Ratio: 0.734% 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 | $25,647 | $25,647 | — | — | — |
| 2023 | $25,062 | $25,062 | — | — | — |
| 2022 | $17,947 | $17,947 | — | — | — |