Plan Ledger DOL Form 5500 · updated monthly

Clauger North America, Inc.401(k)

CLAUGER NORTH AMERICA COMPANIES 401(K) RETIREMENT PLAN · JACKSONVILLE, FL · plan year 2024

Reported admin expense ratio · 2024
0.26%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Clauger North America, Inc. reported $14,035 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $2,063 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio rose from 0.21% to 0.26%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Florida (2,254th of 3,644), and 1,286th of 2,534 in administrative & support services. In 2024, employees put in $2.63 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,390,443
Participants with balances330
Active participants251
Employer contributions$517,888
Employee contributions$1,361,581
Employer contribution per active participant$2,063
Average account balance$19,365
Benefits paid to participants$765,467
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$6.4M · 330 accts · $518K emplr
2023$4.4M · 280 accts · $426K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,035
Total administrative$14,035
The Clauger North America, Inc. 401(k) match · 2024
Employer contribution per active participant$2,063
Median for plans this size$1,313
2024$2,063 per active participant
2023$2,010 per active participant

Clauger North America, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
CPI QUALIFIED PLAN CONSULTANTS, INC · Recordkeeping · Pension consultingindirect comp
HUNTER BENEFITS CONSULTING GROUPindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024CPI QUALIFIED PLAN CONSULTANTS, INC
2023MATRIX TRUST COMPANY

This plan has changed recordkeepers within these filings. If you left Clauger North America, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2024$14,035 · 0.26%
2023$7,875 · 0.21%
Same employer
Similar plansAdministrative & Support Services · Florida
O2 Media, Inc. FL$7.0M · 1.33%
Medical Data System, Inc. FL$6.7M · 0.72%
Sdi International Corp. FL$6.5M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 455605200 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.