Plan Snapshot
- Plan Sponsor: Clive Daniel Home Holdings, LLC
- Sponsor EIN: 453192105
- Sponsor Address: 14560 GLOBAL PARKWAY, SUITE 1, FORT MYERS, FL, 33913
- Plan Type: 401(k)
- Total Participants: 238
- Total Assets: $4.9M
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 | 238 | $4.9M | $113,119 | $692,507 |
| 2023 | 204 | $4.0M | $103,390 | $617,619 |
| 2022 | 172 | $3.1M | $93,698 | $555,166 |
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 |
|---|---|---|---|---|
| BRIERS CPA | Auditor | — | — | $0 |
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 | $33,353 | $12,479 | $20,874 | — | — |
| 2023 | $27,935 | $9,565 | $16,236 | — | — |
| 2022 | $22,968 | $8,034 | $14,434 | — | $500 |