# Clawson & Staubes, LLC 401(k) Plan
Source: https://planprovider.pro/companies/clawson-staubes-llc-401k-plan

> Clawson & Staubes, LLC's 401(k) plan: 105 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/northwestern-mutual) — SERVICE PROVIDER

- [DCPAS LLC DBA DAVIS AND COMPANY](https://planprovider.pro/provider/davis-law-llc) — 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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/clawson-staubes-llc-401k-plan)

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