Plan Snapshot
- Plan Sponsor: Clk Multi Family Management, LLC
- Sponsor EIN: 201696623
- Sponsor Address: 5545 MURRAY AVENUE - THIRD FLOOR, MEMPHIS, TN, 381193806
- Plan Type: 401(k)
- Total Participants: 307
- Total Assets: $6.3M
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 | 307 | $6.3M | $57,388 | $461,692 |
| 2023 | 269 | $5.1M | $53,910 | $426,291 |
| 2022 | 259 | $4.1M | $54,703 | $426,639 |
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 |
|---|---|---|---|---|
| HENDERSON HUTCHERSON & MCCULLOUGH | 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 | $57,186 | $28,915 | $2,848 | — | — |
| 2023 | $44,013 | $42,993 | $1,020 | — | — |
| 2022 | $43,279 | $42,579 | $700 | — | — |