Plan Snapshot
- Plan Sponsor: Cleary Building Corp.
- Sponsor EIN: 391292564
- Sponsor Address: 190 PAOLI ST, VERONA, WI, 53593
- Plan Type: 401(k)
- Total Participants: 639
- Total Assets: $19.3M
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 | 639 | $19.3M | $263,025 | $1.6M |
| 2023 | 522 | $16.3M | $254,699 | $1.6M |
| 2022 | 532 | $14.1M | $214,014 | $1.4M |
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 | $70,979 | — | $70,979 |
| GALLAGHER BENEFIT SERVICES INC DBA | INVESTMENT ADVISOR | $40,692 | — | $40,692 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $10,279 | — | $10,279 |
| WIPFLI LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $121,950
- Estimated Expense Ratio: 0.631% 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 | $121,124 | $49,121 | — | — | — |
| 2023 | $104,626 | $45,609 | — | — | — |
| 2022 | $104,738 | — | $104,738 | — | — |