# Clark-Reliance LLC 401(k) Plan
Source: https://planprovider.pro/companies/clark-reliance-llc-401k-plan

> Clark-Reliance LLC's 401(k) plan: 276 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Clark-Reliance LLC

- **Sponsor EIN:** 340923142

- **Sponsor Address:** 16633 FOLTZ PARKWAY, STRONGSVILLE, OH, 44149

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

- **Total Participants:** 276

- **Total Assets:** $32.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|276|$32.9M|$648,362|$1.9M|

| 2023|253|$29.2M|$363,127|$1.8M|

| 2022|223|$27.5M|$338,651|$1.7M|

## 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|

| SAGEVIEW ADVISORY GROUP LLC|ADVISOR|$30,000|—|$30,000|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$24,269|—|$24,269|

| STRATEGIC ADVISORS, INC.|ADVISOR|$7,632|—|$7,632|

| CBIZ CPAS P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SAGEVIEW ADVISORY GROUP LLC](https://planprovider.pro/provider/sageview-advisory-group) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $61,901

- **Estimated Expense Ratio:** 0.188% 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|$61,901|$37,632|—|—|—|

| 2023|$61,101|$35,282|—|—|—|

| 2022|$69,317|$6,553|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/clark-reliance-llc-401k-plan)

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