Plan Snapshot
- Plan Sponsor: Clinton Aluminum Distribution, INC.
- Sponsor EIN: 272845414
- Sponsor Address: 2811 EASTERN ROAD, NORTON, OH, 44203
- Plan Type: 401(k)
- Total Participants: 133
- Total Assets: $8.2M
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 | 133 | $8.2M | $267,771 | $467,407 |
| 2023 | 142 | $6.8M | $255,207 | $466,587 |
| 2022 | 147 | $5.5M | $215,972 | $397,072 |
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 |
|---|---|---|---|---|
| MORGAN STANLEY | Investment Advisor | $39,415 | — | $39,415 |
| EMPOWER ANNUITY INSURANCE CO | Recordkeeper | $27,664 | — | $27,664 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $67,079
- Estimated Expense Ratio: 0.821% 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 | $73,426 | — | $71,046 | — | — |
| 2023 | $58,323 | — | $56,833 | — | — |
| 2022 | $56,770 | — | $56,770 | — | — |