Plan Snapshot
- Plan Sponsor: Clysar, LLC
- Sponsor EIN: 010727296
- Sponsor Address: HIGHWAY 67 SOUTH, CLINTON, IA, 52732
- Plan Type: 401(k)
- Total Participants: 242
- Total Assets: $30.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 242 | $30.0M | $700,122 | $1.5M |
| 2023 | 221 | $26.7M | $712,244 | $1.5M |
| 2022 | 277 | $22.1M | $698,360 | $1.5M |
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 |
|---|---|---|---|---|
| UHY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $110,457 | — | $105,247 | — | — |
| 2023 | $92,302 | — | $92,302 | — | — |
| 2022 | $116,880 | — | $116,880 | — | — |