# The Cleaver-Brooks Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-cleaver-brooks-company-inc-401k-plan

> The Cleaver-Brooks Company, INC.'s 401(k) plan: 937 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Cleaver-Brooks Company, INC.

- **Sponsor EIN:** 872266456

- **Sponsor Address:** 221 LAW STREET, THOMASVILLE, GA, 31792

- **Plan Type:** 401(k)

- **Total Participants:** 937

- **Total Assets:** $111.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|937|$111.6M|$2.7M|$7.1M|

| 2023|956|$103.0M|$2.5M|$6.3M|

| 2022|841|$90.1M|$2.0M|$5.5M|

## 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|

| BAKER TILLY US LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BAKER TILLY US LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## 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|$37,888|$52,397|—|—|—|

| 2023|$13,957|$42,402|$300|—|—|

| 2022|$10,800|$18,990|—|—|—|

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