# Clark, Partington, Hart, Larry, Bond & Stackhouse, P.A DC Plan
Source: https://planprovider.pro/companies/clark-partington-hart-larry-bond-stackhouse-p-a-plan

> Clark, Partington, Hart, Larry, Bond & Stackhouse, P.A's DC plan: 81 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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:** DC

- **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.|

| 2025|81|$29.2M|$0|$0|

| 2024|75|$25.8M|$0|$0|

| 2023|82|$23.3M|$0|$0|

## 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|

| WARREN AVERETT, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WARREN AVERETT, LLC](https://planprovider.pro/provider/warren-averett-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|

| 2025|$69,984|—|$69,134|—|—|

| 2024|$59,158|—|—|—|—|

| 2023|$84,983|—|—|—|—|

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