# Clement Rivers, LLP 401(k) Plan
Source: https://planprovider.pro/companies/clement-rivers-llp-401k-plan

> Clement Rivers, LLP's 401(k) plan: 92 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Clement Rivers, LLP

- **Sponsor EIN:** 570471590

- **Sponsor Address:** 25 CALHOUN STREET, CHARLESTON, SC, 29401

- **Plan Type:** 401(k)

- **Total Participants:** 92

- **Total Assets:** $25.7M

## 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|92|$25.7M|$476,942|$592,871|

| 2023|86|$21.7M|$444,841|$562,835|

| 2022|73|$21.5M|$491,908|$582,278|

## 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|

| GALLAGHER FIDUCIARY ADVISORS LLC|ADVISOR|$27,500|—|$27,500|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$12,234|—|$12,234|

| STRATEGIC ADVISORS, INC.|ADVISOR|$11,149|—|$11,149|

| MOSS & YANTIS CPA PA|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GALLAGHER FIDUCIARY ADVISORS LLC](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [MOSS & YANTIS CPA PA](https://planprovider.pro/provider/moss-and-yantis-cpa-pa) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $50,883

- **Estimated Expense Ratio:** 0.198% 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|$50,883|$38,649|—|—|—|

| 2023|$43,560|$40,544|—|—|—|

| 2022|$7,306|$9,115|—|—|—|

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