# Clarkston-Potomac Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/clarkston-potomac-group-inc-401k-plan

> Clarkston-Potomac Group, INC.'s 401(k) plan: 334 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Clarkston-Potomac Group, INC.

- **Sponsor EIN:** 541606655

- **Sponsor Address:** 2655 MERIDIAN PARKWAY, DURHAM, NC, 27713

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

- **Total Participants:** 334

- **Total Assets:** $107.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|334|$107.6M|$2.8M|$5.0M|

| 2023|378|$91.6M|$2.8M|$4.9M|

| 2022|405|$73.1M|$3.1M|$4.3M|

## 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|

| SCHWAB RETIREMENT PLAN SERVICES,INC|NONE|$66,784|—|$66,784|

| VERATIS INVESTMENT GROUP INC|NONE|$60,000|—|$60,000|

| HUGHES PITTMAN & GUPTON, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SCHWAB RETIREMENT PLAN SERVICES,INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [HUGHES PITTMAN & GUPTON, LLP](https://planprovider.pro/provider/hughes-pittman-and-gupton-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $126,784

- **Estimated Expense Ratio:** 0.118% 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|$125,834|$60,000|—|—|—|

| 2023|$152,426|$64,000|—|—|—|

| 2022|$141,038|$62,000|—|—|—|

## Similar Plans

- [Clinipace INC](https://planprovider.pro/companies/clinipace-inc-plan-001) — 363 participants

- [Drake Software](https://planprovider.pro/companies/drake-software-llc-401k-plan) — 957 participants

- [Ds Admiral Bidco, LLC Dba Taxwell](https://planprovider.pro/companies/ds-admiral-bidco-llc-dba-taxwell-401k-plan) — 957 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/clarkston-potomac-group-inc-401k-plan)

© 2026 PlanProvider.Pro