# Clyde Companies, INC. 401(k) Plan
Source: https://planprovider.pro/companies/clyde-companies-inc-401k-plan

> Clyde Companies, INC.'s 401(k) plan: 3,752 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/soltis-investment-advisors) — NONE

- [SCHWAB RETIREMENT PLAN SERVICES,INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [MORNINGSTAR INC](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [SOLTIS INVESTMENT ADVISORS](https://planprovider.pro/provider/soltis-investment-advisors) — NONE

- [SQUIRE AND COMPANY](https://planprovider.pro/provider/squire-and-company-pc) — 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|

## Similar Plans

- [Savage Companies](https://planprovider.pro/companies/savage-companies-401k-plan) — 3,575 participants

- [Primary Residential Mortgage, INC.](https://planprovider.pro/companies/primary-residential-mortgage-inc-401k-plan) — 1,066 participants

- [Crumbl Enterprises, LLC](https://planprovider.pro/companies/crumbl-enterprises-llc-plan-001) — 313 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/clyde-companies-inc-401k-plan)

© 2026 PlanProvider.Pro