# Clarkson Eyecare, INC. 401(k) Plan
Source: https://planprovider.pro/companies/clarkson-eyecare-inc-401k-plan

> Clarkson Eyecare, INC.'s 401(k) plan: 7,775 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [CREATIVE PLANNING](https://planprovider.pro/provider/creative-planning) — NONE

- [PLANTE & MORAN PLLC](https://planprovider.pro/provider/plante-and-moran-pllc) — NONE

- [ARMANINO LLP](https://planprovider.pro/provider/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|—|—|—|—|

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