Plan Snapshot
- Plan Sponsor: 194529-01 Clearesult Consulting INC.
- Sponsor EIN: 721572984
- Sponsor Address: 4301 WESTBANK DRIVE, AUSTIN, TX, 78735
- Plan Type: 401(k)
- Total Participants: 2,430
- Total Assets: $180.1M
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 | 2,430 | $180.1M | $5.6M | $14.4M |
| 2023 | 2,204 | $152.8M | $4.9M | $12.8M |
| 2022 | 2,151 | $126.2M | $4.5M | $11.7M |
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 |
|---|---|---|---|---|
| PKF O'CONNOR DAVIES | Auditor | $16,700 | — | $16,700 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PKF O'CONNOR DAVIES — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,700
- Estimated Expense Ratio: 0.009% 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 | $425,127 | $98,991 | — | $16,700 | — |
| 2023 | $387,704 | $97,364 | — | $16,100 | — |
| 2022 | $363,565 | — | $363,565 | — | — |