Plan Snapshot
- Plan Sponsor: Clearwater Security & Compliance LLC
- Sponsor EIN: 272802336
- Sponsor Address: 40 BURTON HILLS BLVD, SUITE 200, NASHVILLE, TN, 37215
- Plan Type: 401(k)
- Total Participants: 192
- Total Assets: $13.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 192 | $13.2M | $627,220 | $1.6M |
| 2023 | 206 | $10.9M | $679,448 | $1.5M |
| 2022 | 71 | $2.1M | $150,397 | $638,505 |
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 |
|---|---|---|---|---|
| KENDRA G. MELNYK, CPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KENDRA G. MELNYK, CPA — Auditor
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 | $6,977 | — | $6,977 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |