Plan Snapshot
- Plan Sponsor: Clendenin Brothers, INC.
- Sponsor EIN: 520274470
- Sponsor Address: 4309 ERDMAN AVENUE, BALTIMORE, MD, 212132601
- Plan Type: 401(k)
- Total Participants: 34
- Total Assets: $3.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 34 | $3.9M | $0 | $0 |
| 2024 | 50 | $1.3M | $117,447 | $49,190 |
| 2023 | 40 | $1.2M | $114,826 | $47,013 |
| 2022 | 56 | $1.2M | $95,843 | $57,103 |
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 |
|---|---|---|---|---|
| ELLIN & TUCKER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ELLIN & TUCKER — Auditor
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 |
|---|---|---|---|---|---|
| 2025 | $148,747 | $38,314 | — | — | — |
| 2024 | $207,309 | — | $5,932 | — | — |
| 2023 | $163,099 | — | $4,956 | — | — |
| 2022 | $344,649 | — | $13,968 | — | — |