Plan Snapshot
- Plan Sponsor: Clutch
- Sponsor EIN: 371954157
- Sponsor Address: 3249 QUALITY DRIVE, RANCHO CARDOVA, CA, 95670
- Plan Type: 401(k)
- Total Participants: 75
- Total Assets: $3.3M
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 | 75 | $3.3M | $0 | $909,245 |
| 2023 | 141 | $2.5M | $847 | $986,564 |
| 2022 | 151 | $505,591 | $0 | $385,442 |
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 |
|---|---|---|---|---|
| HUMAN INTEREST ADVISOR LLC | RECORDKEEPER | $9,191 | — | $9,191 |
| SILICON VALLEY ACCOUNTANCY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HUMAN INTEREST ADVISOR LLC — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,191
- Estimated Expense Ratio: 0.275% 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 | $14,791 | $3,285 | — | — | — |
| 2023 | $2,346 | $2,346 | — | — | — |
| 2022 | — | — | — | — | — |