Plan Snapshot
- Plan Sponsor: Classy Closets Etc., INC.
- Sponsor EIN: 860617113
- Sponsor Address: 1251 SOUTH NELSON DRIVE, CHANDLER, AZ, 85226
- Plan Type: 401(k)
- Total Participants: 137
- Total Assets: $3.6M
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 | 137 | $3.6M | $38,558 | $244,319 |
| 2023 | 160 | $3.5M | $38,060 | $234,944 |
| 2022 | 174 | $3.0M | $44,279 | $268,867 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | Recordkeeper | $23,135 | — | $23,135 |
| CAMBRIDGE INVESTMENT RESEARCH, INC. | Other Service Provider | $10,257 | — | $10,257 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,392
- Estimated Expense Ratio: 0.927% 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 | $45,122 | — | $45,122 | — | — |
| 2023 | $40,782 | — | $40,782 | — | — |
| 2022 | $43,471 | — | $43,471 | — | — |