Plan Ledger DOL Form 5500 · updated monthly

Clearbrook Holdings Corp401(k)

CLEARBROOK HOLDINGS CORP 401(K) PLAN · NASHVILLE, TN · plan year 2021

Reported admin expense ratio · 2021
0.68%

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

Clearbrook Holdings Corp reported $53,873 in plan administrative expenses for 2021: 0.68% of average plan assets, above the peer median. Employer contributions averaged $148 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 4 years on file its reported administrative ratio rose from 0.25% to 0.76%. The plan sits in the $1M–$10M size bracket, benchmarked here against 289 comparable plans and shown alongside other management of companies employers. By assets it is among the smaller plans on file in Tennessee (895th of 1,496), and 586th of 786 in management of companies. In 2021, employees put in $10.95 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,526,060
Participants with balances255
Active participants471
Employer contributions$69,613
Employee contributions$761,990
Employer contribution per active participant$148
Average account balance$33,436
Benefits paid to participants$496,284
Plan auditUnmodified (clean) audit opinion
Plan history5
Yearassets · accounts · employer contribution
2024$8.2M · 243 accts · $78K emplr
2023$8.2M · 235 accts · $86K emplr
2022$7.6M · 159 accts · $83K emplr
2021$8.5M · 255 accts · $70K emplr
2020$7.2M · 267 accts · $52K emplr
Administrative expenses, itemized · 2021
Recordkeeping & contract admin$53,873
Total administrative$53,873
The Clearbrook Holdings Corp 401(k) match · 2021
Employer contribution per active participant$148
Median for plans this size$994
2024$117 per active participant
2023$165 per active participant
2022$212 per active participant
2021$148 per active participant
2020$116 per active participant

Clearbrook Holdings Corp's 2021 employer contribution ran below the $994 median for plans its size, in the bottom quarter of its peers. 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 2021 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history5
2024$62,603 · 0.76%
2023$55,652 · 0.70%
2022$56,276 · 0.70%
2021$53,873 · 0.68%
2020$18,195 · 0.25%
Same employer
Similar plansManagement of Companies · Tennessee
Radians, Inc. TN$24.1M · 0.43%
Nixon Power Services TN$19.2M · 0.53%
Meade Holdings, LLC TN$11.8M · 0.91%
Bailey International, LLC TN$7.5M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 621766388 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.