# Clayton Foundation For Research 401(k) Plan
Source: https://planprovider.pro/companies/clayton-foundation-for-research-401k-plan

> Clayton Foundation For Research's 401(k) plan: 40 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Clayton Foundation For Research

- **Sponsor EIN:** 741541767

- **Sponsor Address:** ONE RIVERWAY SUITE 1500, HOUSTON, TX, 77056

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

- **Total Participants:** 40

- **Total Assets:** $19.5M

## 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|40|$19.5M|$445,772|$98,735|

| 2023|49|$17.7M|$466,619|$116,112|

| 2022|41|$15.4M|$436,794|$88,574|

## 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|

| VOYA RETIREMENT INSURANCE & ANNUITY|SERVICE PROVIDER|$63,055|—|$63,055|

| ONEDIGITAL INVESTMENT ADVISORS|SERVICE PROVIDER|—|$47,768|$47,768|

| TANGE, MANN & GARZA, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ONEDIGITAL INVESTMENT ADVISORS](https://planprovider.pro/provider/epic-retirement-plan-services) — SERVICE PROVIDER

- [TANGE, MANN & GARZA, P.C.](https://planprovider.pro/provider/tange-mann-and-garza-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $110,823

- **Estimated Expense Ratio:** 0.569% 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|$63,055|$5,363|$57,642|—|—|

| 2023|$51,623|$5,000|$46,323|—|—|

| 2022|$5,841|—|—|—|—|

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