Plan Snapshot
- Plan Sponsor: Clarke Institute For Community I
- Sponsor EIN: 113477715
- Sponsor Address: 224 SHEPHERD AVENUE, BROOKLYN, NY, 11208
- Plan Type: 401(k)
- Total Participants: 129
- Total Assets: $233,560
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 | 129 | $233,560 | $0 | $64,690 |
| 2023 | 144 | $169,742 | $0 | $46,419 |
| 2022 | 111 | $109,733 | $0 | $29,134 |
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 |
|---|---|---|---|---|
| YUSUFALI & ASSOCIATES, LLC, | 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 | $970 | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |