Plan Snapshot
- Plan Sponsor: The Clarke Group, INC.
- Sponsor EIN: 800315705
- Sponsor Address: 675 SIDWELL COURT, ST. CHARLES, IL, 60174
- Plan Type: 401(k)
- Total Participants: 157
- Total Assets: $35.4M
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 | 157 | $35.4M | $463,012 | $1.5M |
| 2023 | 157 | $32.8M | $449,119 | $1.4M |
| 2022 | 162 | $30.4M | $805,093 | $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 |
|---|---|---|---|---|
| CROWE LLP | ACCOUNTANT | $15,800 | — | $15,800 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,800
- Estimated Expense Ratio: 0.045% of plan assets
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 | $30,674 | $4,705 | — | $15,800 | — |
| 2023 | $24,127 | — | — | $15,300 | — |
| 2022 | $25,767 | — | — | — | — |