Plan Snapshot
- Plan Sponsor: The Clearing House Payments Company LLC
- Sponsor EIN: 841650027
- Sponsor Address: 200 LIBERTY STREET, NEW YORK, NY, 10281
- Plan Type: 401(k)
- Total Participants: 497
- Total Assets: $167.9M
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 | 497 | $167.9M | $6.3M | $6.6M |
| 2023 | 470 | $145.3M | $6.2M | $6.4M |
| 2022 | 469 | $120.9M | $5.9M | $6.0M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $52,237 | — | $52,237 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $27,708 | — | $27,708 |
| GRANT THORNTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- GRANT THORNTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $79,945
- Estimated Expense Ratio: 0.048% 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 | $80,081 | $52,237 | $1,500 | — | — |
| 2023 | $94,861 | $46,626 | $300 | — | — |
| 2022 | $91,210 | $35,755 | — | — | — |