# Clark, Partington, Hart, Larry, Bond & Stackhouse, P.A 401(k) Plan
Source: https://planprovider.pro/companies/clark-partington-hart-larry-bond-stackhouse-p-a-591564790-001

> Clark, Partington, Hart, Larry, Bond & Stackhouse, P.A's 401(k) plan: 81 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Clark, Partington, Hart, Larry, Bond & Stackhouse, P.A

- **Sponsor EIN:** 591564790

- **Sponsor Address:** 125 E. INTENDENCIA ST, PENSACOLA, FL, 32502

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

- **Plan Number:** 001

- **Total Participants:** 81

- **Total Assets:** $29.2M

## 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|81|$29.2M|$1.1M|$533,827|

| 2023|75|$25.8M|$897,380|$525,794|

| 2022|82|$23.3M|$0|$536,833|

## 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|

| VOYA RETIRMENT INSURANCE & ANNUITY|Recordkeeper|$69,984|$2|$69,986|

| ADVUS FINANCIAL PARTNERS, LLC|Other Service Provider|—|$41,659|$41,659|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $111,645

- **Estimated Expense Ratio:** 0.382% 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|$69,984|—|$69,134|—|—|

| 2023|$59,158|—|—|—|—|

| 2022|$84,983|—|—|—|—|

## Similar Plans

- [Morgan & Morgan P A](https://planprovider.pro/companies/morgan-morgan-p-a-401k-plan) — 4,754 participants

- [Greenberg Traurig, PA](https://planprovider.pro/companies/greenberg-traurig-pa-401k-plan) — 3,961 participants

- [Holland & Knight LLP](https://planprovider.pro/companies/holland-knight-llp-401k-plan) — 3,797 participants

- [Holland & Knight LLP](https://planprovider.pro/companies/holland-knight-llp-590663819-505) — 3,716 participants

- [Quintairos Prieto Wood & Boyer,](https://planprovider.pro/companies/quintairos-prieto-wood-boyer-401k-plan) — 1,431 participants

- [Akerman LLP](https://planprovider.pro/companies/akerman-llp-401k-plan) — 1,368 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/clark-partington-hart-larry-bond-stackhouse-p-a-591564790-001)

© 2026 PlanProvider.Pro