Plan Snapshot
- Plan Sponsor: Clk Hr Acquisition, LLC
- Sponsor EIN: 462749077
- Sponsor Address: 72-295 MANUFACTURING ROAD, THOUSAND PALMS, CA, 922766615
- Plan Type: 401(k)
- Total Participants: 317
- Total Assets: $3.7M
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 | 317 | $3.7M | $192,940 | $321,678 |
| 2023 | 340 | $3.1M | $214,741 | $370,008 |
| 2022 | 380 | $2.7M | $241,204 | $414,560 |
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 |
|---|---|---|---|---|
| HOLTHOUSE CARLIN & VAN TRIGT LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOLTHOUSE CARLIN & VAN TRIGT LLP — 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 | $32,172 | $17,004 | $15,168 | — | — |
| 2023 | $25,477 | $14,152 | $11,325 | — | — |
| 2022 | $26,038 | $13,282 | $12,756 | — | — |