Plan Snapshot
- Plan Sponsor: Clarkson Eyecare, INC.
- Sponsor EIN: 431213749
- Sponsor Address: 15933 CLAYTON ROAD, BALLWIN, MO, 63011
- Plan Type: 401(k)
- Total Participants: 7,775
- Total Assets: $511.8M
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 | 7,775 | $511.8M | $9.7M | $32.0M |
| 2023 | 7,864 | $454.9M | $9.5M | $30.6M |
| 2022 | 6,287 | $243.9M | $7.4M | $21.5M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $510,781 | — | $510,781 |
| AI CAPITAL MANAGEMENT LLC | NONE | $182,588 | — | $182,588 |
| CREATIVE PLANNING | NONE | $140,660 | — | $140,660 |
| PLANTE & MORAN PLLC | NONE | $17,500 | — | $17,500 |
| ARMANINO LLP | NONE | $15,547 | — | $15,547 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- CREATIVE PLANNING — NONE
- PLANTE & MORAN PLLC — NONE
- ARMANINO LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $867,076
- Estimated Expense Ratio: 0.169% 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 | $668,588 | — | — | — | — |
| 2023 | $605,643 | — | — | — | — |
| 2022 | $521,289 | — | — | — | — |