# Cordogan Clark &amp; Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/cordogan-clark-associates-inc-401k-plan

> Cordogan Clark &amp; Associates, INC.&#39;s 401(k) plan: 102 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cordogan Clark & Associates, INC.

- **Sponsor EIN:** 363103952

- **Sponsor Address:** 960 RIDGEWAY AVENUE, AURORA, IL, 60506

- **Plan Type:** 401(k)

- **Total Participants:** 102

- **Total Assets:** $11.6M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|102|$11.6M|$470,431|$937,243|

| 2023|139|$9.3M|$0|$746,842|

| 2022|90|$9.3M|$192,859|$716,793|

## 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|

| MCCULLOUGH ROSSI|Auditor|—|—|$0|

## 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|$65,619|$52,162|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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