Plan Snapshot
- Plan Sponsor: Clayton Manufacturing Company
- Sponsor EIN: 953480714
- Sponsor Address: 17477 HURLEY STREET, CITY OF INDUSTRY, CA, 91744
- Plan Type: 401(k)
- Total Participants: 119
- Total Assets: $27.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 119 | $27.2M | $396,630 | $816,084 |
| 2023 | 119 | $23.2M | $376,115 | $740,107 |
| 2022 | 114 | $19.9M | $368,332 | $746,043 |
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 |
|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | INVESTMENT ADVISOR | $32,500 | — | $32,500 |
| CAPITAL GROUP RETIREMENT PLAN SVCS. | RECORDKEEPER | $22,386 | — | $22,386 |
| HOLTHOUSE CARLIN & VAN TRIGT LLP | AUDITOR | $10,350 | — | $10,350 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — INVESTMENT ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $65,236
- Estimated Expense Ratio: 0.240% 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 | $65,236 | $32,500 | — | $10,350 | — |
| 2023 | $51,793 | $32,500 | — | $9,450 | — |
| 2022 | $48,450 | — | $48,450 | — | — |