Plan Snapshot
- Plan Sponsor: Clyde Companies, INC.
- Sponsor EIN: 870260879
- Sponsor Address: P.O. BOX 1955, OREM, UT, 84057
- Plan Type: 401(k)
- Total Participants: 3,752
- Total Assets: $326.3M
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 | 3,752 | $326.3M | $26.6M | $17.7M |
| 2023 | 3,378 | $280.8M | $23.2M | $16.6M |
| 2022 | 3,544 | $223.4M | $21.0M | $14.8M |
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 |
|---|---|---|---|---|
| SOLTIS INVESTMENT ADVISORS LLC | NONE | $393,544 | — | $393,544 |
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $111,573 | — | $111,573 |
| MORNINGSTAR INC | NONE | $91,686 | — | $91,686 |
| SOLTIS INVESTMENT ADVISORS | NONE | $34,922 | — | $34,922 |
| SQUIRE AND COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SOLTIS INVESTMENT ADVISORS LLC — NONE
- SCHWAB RETIREMENT PLAN SERVICES,INC — NONE
- MORNINGSTAR INC — NONE
- SOLTIS INVESTMENT ADVISORS — NONE
- SQUIRE AND COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $631,725
- Estimated Expense Ratio: 0.194% 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 | $632,026 | $574,052 | — | — | — |
| 2023 | $263,312 | $233,539 | — | — | — |
| 2022 | $406,259 | $239,279 | — | — | $166,980 |