# Cleary Building Corp. 401(k) Plan
Source: https://planprovider.pro/companies/cleary-building-corp-401k-plan

> Cleary Building Corp.'s 401(k) plan: 639 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/wipfli-llp) — 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|—|—|

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