Plan Snapshot
- Plan Sponsor: Clearbrook Holdings Corp
- Sponsor EIN: 621766388
- Sponsor Address: 3212 WEST END AVENUE, NASHVILLE, TN, 37203
- Plan Type: 401(k)
- Total Participants: 667
- Total Assets: $8.3M
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 | 667 | $8.3M | $77,884 | $821,788 |
| 2023 | 525 | $8.4M | $86,488 | $846,688 |
| 2022 | 392 | $7.7M | $83,005 | $803,701 |
| 2021 | 471 | $8.6M | $0 | $0 |
| 2020 | 447 | $7.2M | $0 | $0 |
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 | $48,039 | — | $48,039 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $7,044 | — | $7,044 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | Investment Advisor | $5,803 | — | $5,803 |
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: $60,886
- Estimated Expense Ratio: 0.732% 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 | $62,603 | — | $62,603 | — | — |
| 2023 | $55,652 | — | $55,652 | — | — |
| 2022 | $56,276 | — | $56,276 | — | — |
| 2021 | $53,873 | — | $53,873 | — | — |
| 2020 | $18,195 | — | $18,195 | — | — |