Plan Snapshot
- Plan Sponsor: Clearfield Metal Technologies, INC.
- Sponsor EIN: 874648084
- Sponsor Address: 114 APPALACHIAN DRIVE, CLEARFIELD, PA, 16830
- Plan Type: 401(k)
- Total Participants: 90
- Total Assets: $1.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 90 | $1.2M | $123,979 | $123,009 |
| 2023 | 140 | $1.0M | $114,730 | $92,660 |
| 2022 | 120 | $682,004 | $94,896 | $73,898 |
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 |
|---|---|---|---|---|
| DEAN ACCOUNTING GROUP PLLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $13,231 | — | $13,231 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |