Plan Snapshot
- Plan Sponsor: Clauger North America, INC.
- Sponsor EIN: 455605200
- Sponsor Address: 12276 SAN JOSE BOULEVARD, JACKSONVILLE, FL, 32223
- Plan Type: 401(k)
- Total Participants: 251
- Total Assets: $6.4M
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 | 251 | $6.4M | $517,888 | $1.4M |
| 2023 | 212 | $4.4M | $426,140 | $1.1M |
| 2022 | 188 | $3.0M | $261,584 | $697,061 |
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 |
|---|---|---|---|---|
| HUNTER BENEFITS CONSULTING GROUP | OTHER SERVICES | — | $8,528 | $8,528 |
| ASSURANCE DIMENSIONS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASSURANCE DIMENSIONS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,528
- Estimated Expense Ratio: 0.133% 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 | $14,035 | — | $6,453 | — | — |
| 2023 | $7,875 | — | — | — | — |
| 2022 | — | — | — | — | — |