# Clayco, INC. 401(k) Plan
Source: https://planprovider.pro/companies/clayco-inc-401k-plan

> Clayco, INC.'s 401(k) plan: 2,233 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Clayco, INC.

- **Sponsor EIN:** 431339079

- **Sponsor Address:** 35 EAST WACKER DRIVE SUITE 1300, CHICAGO, IL, 60601

- **Plan Type:** 401(k)

- **Total Participants:** 2,233

- **Total Assets:** $242.2M

## 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|2,233|$242.2M|$15.0M|$23.3M|

| 2023|1,938|$188.1M|$11.8M|$18.3M|

| 2022|1,587|$136.2M|$8.7M|$13.9M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$214,135|—|$214,135|

| MESIROW FINANCIAL INVESTMENT MANAGE|INVESTMENT MGMT|$177,954|—|$177,954|

| CREATIVE PLANNING HOLDCO LLC|INVESTMENT ADVISOR|$84,999|—|$84,999|

| RUBINBROWN, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RUBINBROWN, LLP](https://planprovider.pro/provider/rubinbrown-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $477,088

- **Estimated Expense Ratio:** 0.197% 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|$477,088|$262,953|—|—|—|

| 2023|$355,394|$225,536|—|—|—|

| 2022|$313,528|$204,506|$109,022|—|—|

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