Plan Snapshot
- Plan Sponsor: Clarus Glassboards LLC
- Sponsor EIN: 264738270
- Sponsor Address: 7537 JACK NEWELL BLVD N, FORT WORTH, TX, 76118
- Plan Type: 401(k)
- Total Participants: 143
- Total Assets: $4.6M
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 | 143 | $4.6M | $396,602 | $658,010 |
| 2023 | 153 | $3.5M | $371,316 | $584,969 |
| 2022 | 135 | $2.4M | $353,002 | $530,556 |
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 | $11,341 | — | $11,341 |
| WEAVER & TIDWELL, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- WEAVER & TIDWELL, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,341
- Estimated Expense Ratio: 0.246% 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 | $11,341 | — | $11,341 | — | — |
| 2023 | $22,437 | — | $22,437 | — | — |
| 2022 | $33,189 | — | $33,189 | — | — |