# Clifford Fuel Co, INC. DC Plan
Source: https://planprovider.pro/companies/clifford-fuel-co-inc-150620960-005

> Clifford Fuel Co, INC.'s DC plan: 174 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Clifford Fuel Co, INC.

- **Sponsor EIN:** 150620960

- **Sponsor Address:** PO BOX 378, MARCY, NY, 13403

- **Plan Type:** DC

- **Plan Number:** 005

- **Total Participants:** 174

- **Total Assets:** $10.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|174|$10.1M|$544,632|$0|

| 2023|151|$8.7M|$425,445|$0|

| 2022|164|$8.1M|$534,029|$0|

## 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 LIFE & ANNUITY INSURANCE CO|Recordkeeper|$42,505|—|$42,505|

| MORGAN STANLEY SMITH BARNEY|Investment Advisor|—|$36,263|$36,263|

### Verified Provider Profiles

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

- [MORGAN STANLEY SMITH BARNEY](https://planprovider.pro/provider/jp-morgan-asset-management) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $78,768

- **Estimated Expense Ratio:** 0.782% 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|$45,031|—|$45,031|—|—|

| 2023|$63,565|—|$63,565|—|—|

| 2022|$25,314|—|$25,314|—|—|

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