# Clk Multi Family Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/clk-multi-family-management-llc-401k-plan

> Clk Multi Family Management, LLC's 401(k) plan: 307 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| EMPOWER ANNUITY INSURANCE CO OF AME|RECORDKEEPER|$28,123|—|$28,123|

| DUNCAN WILLIAMS ASSET MANAGEMENT|INVESTMENT ADVISOR|$25,634|—|$25,634|

| BURLEIGH CONSULTING GROUP, INC.|TPA|$2,848|$5,696|$8,544|

| 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:** $62,301

- **Estimated Expense Ratio:** 0.993% 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|$57,186|$28,915|$2,848|—|—|

| 2023|$44,013|$42,993|$1,020|—|—|

| 2022|$43,279|$42,579|$700|—|—|

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