Plan Snapshot
- Plan Sponsor: Clf Ontario, INC. D/B/A Solu Technology Partners
- Sponsor EIN: 261661474
- Sponsor Address: 7647 MAIN STREET FISHERS, VICTOR, NY, 145642707
- Plan Type: 401(k)
- Total Participants: 258
- Total Assets: $21.2M
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 | 258 | $21.2M | $193,100 | $1.7M |
| 2023 | 262 | $17.6M | $190,935 | $1.7M |
| 2022 | 280 | $13.7M | $163,461 | $1.6M |
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 |
|---|---|---|---|---|
| RDG + PARTNERS CPAS, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RDG + PARTNERS CPAS, PLLC — 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 |
|---|---|---|---|---|---|
| 2024 | $54,240 | $54,240 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |