Plan Snapshot
- Plan Sponsor: Clearwing Productions, INC.
- Sponsor EIN: 391579608
- Sponsor Address: 11101 WEST MITCHELL STREET, MILWAUKEE, WI, 53214
- Plan Type: 401(k)
- Total Participants: 153
- Total Assets: $4.9M
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 | 153 | $4.9M | $65,703 | $657,028 |
| 2023 | 158 | $4.1M | $65,230 | $559,455 |
| 2022 | 152 | $2.9M | $51,479 | $484,280 |
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 O | Recordkeeper | $16,264 | — | $16,264 |
| OSAIC WEALTH INC | Investment Advisor | — | $15,647 | $15,647 |
| BLUE CHIP RETIREMENT PLANS, INC. | Recordkeeper | $4,950 | $4,500 | $9,450 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $41,361
- Estimated Expense Ratio: 0.837% 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 | $20,839 | — | $20,839 | — | — |
| 2023 | $15,769 | — | — | — | — |
| 2022 | $19,564 | — | $19,564 | — | — |