Plan Snapshot
- Plan Sponsor: Clutter, INC
- Sponsor EIN: 462858588
- Sponsor Address: 1101 ENTERPRISE DRIVE, ROYERSFORD, PA, 19468
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2023 | 0 | $0 | $136,172 | $776,221 |
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 |
|---|---|---|---|---|
| ASCENSUS LLC | Other Service Provider | $69,712 | — | $69,712 |
| RETIREMENT PLAN FIDUCIARIES | Other Service Provider | $31,621 | — | $31,621 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | Other Service Provider | $17,702 | — | $17,702 |
| PEGGY S. EDGE, CPA LLC | Other Service Provider | $17,500 | — | $17,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $136,535
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 |
|---|---|---|---|---|---|
| 2023 | $136,535 | $17,702 | $69,712 | $17,500 | — |