# Cls Bank International 401(k) Plan
Source: https://planprovider.pro/companies/cls-bank-international-401k-plan

> Cls Bank International's 401(k) plan: 269 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cls Bank International

- **Sponsor EIN:** 134140131

- **Sponsor Address:** 32 OLD SLIP, 23RD FLOOR, NEW YORK, NY, 10005

- **Plan Type:** 401(k)

- **Total Participants:** 269

- **Total Assets:** $113.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|269|$113.7M|$5.1M|$4.8M|

| 2023|248|$93.9M|$4.6M|$4.5M|

| 2022|235|$75.7M|$4.6M|$4.2M|

## 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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$44,045|—|$44,045|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$42,154|—|$42,154|

| COHNREZNICK LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $86,199

- **Estimated Expense Ratio:** 0.076% 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|$86,199|$44,045|—|—|—|

| 2023|$74,287|$32,121|—|—|—|

| 2022|$67,253|$22,931|—|—|—|

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