# Clive Daniel Home Holdings, LLC 401(k) Plan
Source: https://planprovider.pro/companies/clive-daniel-home-holdings-llc-401k-plan

> Clive Daniel Home Holdings, LLC's 401(k) plan: 238 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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