# Pelli Clarke & Partners DC Plan
Source: https://planprovider.pro/companies/pelli-clarke-partners-plan-001

> Pelli Clarke & Partners's DC plan: 50 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pelli Clarke & Partners

- **Sponsor EIN:** 061228461

- **Sponsor Address:** 1056 CHAPEL STREET, NEW HAVEN, CT, 06510

- **Plan Type:** DC

- **Total Participants:** 50

- **Total Assets:** $27.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|50|$27.2M|$245,318|$0|

| 2023|70|$23.9M|$258,697|$0|

| 2022|66|$22.4M|$253,979|$0|

## 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|

| CITRON COOPERMAN & CO LLP|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|$95,589|$95,589|—|—|—|

| 2023|$100,039|$100,039|—|—|—|

| 2022|$102,498|$102,498|—|—|—|

## Similar Plans

- [Kaestle Boos Associates, INC.](https://planprovider.pro/companies/kaestle-boos-associates-inc-plan-003) — 62 participants

- [Quisenberry Arcari Malik, LLC](https://planprovider.pro/companies/quisenberry-arcari-malik-llc-401k-plan) — 33 participants

- [Pelli Clarke & Partners](https://planprovider.pro/companies/pelli-clarke-partners-plan-002) — 71 participants

- [Tskp Studio, LLC](https://planprovider.pro/companies/tskp-studio-llc-401k-plan) — 21 participants

- [Becker And Becker Associates, INC.](https://planprovider.pro/companies/becker-and-becker-associates-inc-401k-plan) — 3 participants

- [Jcj Business Corp., INC. And Affiliates](https://planprovider.pro/companies/jcj-business-corp-inc-and-affiliates-plan) — 144 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/pelli-clarke-partners-plan-001)

© 2026 PlanProvider.Pro