Plan Snapshot
- Plan Sponsor: Clawson & Staubes, LLC
- Sponsor EIN: 570635904
- Sponsor Address: 126 SEVEN FARMS DRIVE, SUITE 200, CHARLESTON, SC, 294927595
- Plan Type: 401(k)
- Total Participants: 105
- Total Assets: $21.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 105 | $21.3M | $325,691 | $727,802 |
| 2023 | 98 | $17.8M | $308,978 | $699,669 |
| 2022 | 90 | $15.1M | $278,205 | $588,193 |
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 |
|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEME | SERVICE PROVIDER | — | $22,000 | $22,000 |
| DCPAS LLC DBA DAVIS AND COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NORTHWESTERN MUTUAL WEALTH MANAGEME — SERVICE PROVIDER
- DCPAS LLC DBA DAVIS AND COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,000
- Estimated Expense Ratio: 0.103% 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 | $2,975 | — | $2,875 | — | — |
| 2023 | $1,125 | — | $875 | — | — |
| 2022 | $700 | — | — | — | — |