Plan Snapshot
- Plan Sponsor: Endicott Clay Products Co.
- Sponsor EIN: 470407043
- Sponsor Address: 57120 707TH ROAD, FAIRBURY, NE, 68352
- Plan Type: 401(k)
- Total Participants: 185
- Total Assets: $14.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 185 | $14.2M | $368,525 | $750,289 |
| 2023 | 233 | $13.4M | $354,294 | $723,608 |
| 2022 | 203 | $12.1M | $343,358 | $725,258 |
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 |
|---|---|---|---|---|
| LUTZ & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LUTZ & COMPANY — 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 | $70,206 | — | $70,206 | — | — |
| 2023 | $62,761 | — | $62,761 | — | — |
| 2022 | $58,914 | — | $58,914 | — | — |