Plan Snapshot
- Plan Sponsor: The Cly-Del Manufacturing Company
- Sponsor EIN: 060297455
- Sponsor Address: 151 SHARON ROAD, P.O. BOX 1367, WATERBURY, CT, 067210000
- Plan Type: 401(k)
- Total Participants: 138
- Total Assets: $18.1M
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 | 138 | $18.1M | $277,812 | $612,202 |
| 2023 | 128 | $15.3M | $202,733 | $574,327 |
| 2022 | 141 | $15.9M | $212,518 | $589,048 |
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 |
|---|---|---|---|---|
| NOVAK/FRANCELLA CERTIFIED PUBLIC AC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NOVAK/FRANCELLA CERTIFIED PUBLIC AC — 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 | $77,324 | $43,631 | — | — | — |
| 2023 | $83,900 | $38,449 | — | $11,350 | — |
| 2022 | $56,468 | — | $56,468 | — | — |