Plan Snapshot
- Plan Sponsor: Clearwater Solutions, LLC
- Sponsor EIN: 208152510
- Sponsor Address: 117 WELBORN STREET, GREENVILLE, SC, 29601
- Plan Type: 401(k)
- Total Participants: 416
- Total Assets: $7.2M
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 | 416 | $7.2M | $1.1M | $1.3M |
| 2023 | 617 | $7.1M | $837,106 | $1.0M |
| 2022 | 349 | $6.6M | $504,993 | $652,557 |
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 |
|---|---|---|---|---|
| ALDRIDGE BORDEN AND COMPANY, PC | 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 | $71,270 | $4,877 | $66,393 | — | — |
| 2023 | $72,511 | $40,797 | $24,440 | — | — |
| 2022 | $58,270 | $34,653 | $22,076 | — | $1,541 |