Plan Ledger DOL Form 5500 · updated monthly

Clawson & Staubes, LLC401(k)

CLAWSON & STAUBES, LLC 401(K) PLAN · CHARLESTON, SC · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Clawson & Staubes, LLC reported $2,975 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,102 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 2 years on file its reported administrative ratio rose from 0.00% to 0.02%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 253rd-largest of 807 plans among South Carolina employers on file, and the 5,314th of 11,654 in professional & technical services. In 2024, employees put in $2.23 for every $1.00 the employer contributed; active participation has grown from 90 to 105 since 2022.

Plan summary
Net assets, end of year$21,329,995
Participants with balances101
Active participants105
Employer contributions$325,691
Employee contributions$727,802
Employer contribution per active participant$3,102
Average account balance$211,188
Benefits paid to participants$580,542
Plan auditUnmodified (clean) audit opinion
AuditorDCPAS LLC DBA DAVIS AND COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$21.3M · 101 accts · $326K emplr
2023$17.8M · 148 accts · $309K emplr
2022$15.1M · 148 accts · $278K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,875
Total administrative$2,975
The Clawson & Staubes, LLC 401(k) match · 2024
Employer contribution per active participant$3,102
Median for plans this size$2,416
2024$3,102 per active participant
2023$3,153 per active participant
2022$3,091 per active participant

Clawson & Staubes, LLC's 2024 employer contribution ran above the $2,416 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 · 20241
NORTHWESTERN MUTUAL WEALTH MANAGEMEindirect comp

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

Administrative cost history3
2024$2,975 · 0.02%
2023$1,125 · 0.01%
2022$700 · 0.00%
Same employer
Similar plansProfessional & Technical Services · South Carolina
Nexgen Data Systems, Inc. SC$22.8M · 0.53%
Peoplease LLC SC$22.8M · 1.43%
Hka Enterprises, LLC SC$17.9M · 0.40%
Belimed, Inc. SC$17.6M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 570635904 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.