# The Clearing House Payments Company LLC 401(k) Plan
Source: https://planprovider.pro/companies/the-clearing-house-payments-company-l-l-c-401k-plan

> The Clearing House Payments Company LLC's 401(k) plan: 497 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [GRANT THORNTON LLP](https://planprovider.pro/provider/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|—|—|—|

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