Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Clinical Ink
Clinical Ink 401(k)
- Professional, scientific, and technical services
- Winston-Salem, NC
- EIN 27-2987645
- 1 plan with Schedule H financials
- Plan year 2024
- Clinical Ink, Inc.
Total assets, end of year · Clinical Ink Retirement Trust · plan year 2024
$17,044,604
233 participants with a balance. This filing reports no recordkeeping fee and no administrative expenses excluding investment management, so there is no headline cost figure.
Source
Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251010131451NAL0008211841001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010131451NAL0008211841001, received 2025-10-10
Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-10.
Cost and contributions
Administrative expenses excluding investment management, per participant
$0.00
Fewer than 50 comparable plans report this figure; no percentile.
Source
= $0 / 233
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251010131451NAL0008211841001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010131451NAL0008211841001, received 2025-10-10
Administrative expenses per participant
$653.24
Higher than 97% of the 25,098 plans $10 to 50M that report it.
Source
= $152,204 / 233
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010131451NAL0008211841001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010131451NAL0008211841001, received 2025-10-10
Administrative expenses as a share of assets
0.893%
Higher than 98% of the 25,132 plans $10 to 50M that report it.
Source
= $152,204 / $17,044,604
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010131451NAL0008211841001, received 2025-10-10
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251010131451NAL0008211841001, received 2025-10-10
Employer contributions per participant
$3,576
Higher than 81% of the 24,050 plans $10 to 50M that report it.
Source
= $833,188 / 233
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010131451NAL0008211841001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010131451NAL0008211841001, received 2025-10-10
Employer share of total contributions
28.2%
Higher than 51% of the 24,084 plans $10 to 50M that report it.
Source
= $833,188 / $2,959,586
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010131451NAL0008211841001, received 2025-10-10
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251010131451NAL0008211841001, received 2025-10-10
Plan terms, as stated in Clinical Ink, Inc.'s SEC filings
Plan terms are not published in public filings.
Plan features
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251010131451NAL0008211841001, received 2025-10-10
Full record, Clinical Ink Retirement Trust
| Field | Value | Source |
|---|---|---|
| Plan sponsor | CLINICAL INK | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251010131451NAL0008211841001, received 2025-10-10 |
| Plan name | CLINICAL INK RETIREMENT TRUST | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251010131451NAL0008211841001, received 2025-10-10 |
| Sponsor EIN / plan number | 27-2987645 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251010131451NAL0008211841001, received 2025-10-10 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251010131451NAL0008211841001, received 2025-10-10 |
| Sponsor location | WINSTON-SALEM, NC | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251010131451NAL0008211841001, received 2025-10-10 |
| Industry (business code) | 541511, Professional, scientific, and technical services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251010131451NAL0008211841001, received 2025-10-10 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251010131451NAL0008211841001, received 2025-10-10 |
| Filing received | 2025-10-10 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251010131451NAL0008211841001, received 2025-10-10 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251010131451NAL0008211841001, received 2025-10-10 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251010131451NAL0008211841001, received 2025-10-10 |
| Participants, beginning of year | 288 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251010131451NAL0008211841001, received 2025-10-10 |
| Active participants | 210 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251010131451NAL0008211841001, received 2025-10-10 |
| Participants, end of year | 278 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251010131451NAL0008211841001, received 2025-10-10 |
| Participants with an account balance | 233 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010131451NAL0008211841001, received 2025-10-10 |
| Total assets, beginning of year | $14,762,230 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251010131451NAL0008211841001, received 2025-10-10 |
| Total assets, end of year | $17,044,604 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251010131451NAL0008211841001, received 2025-10-10 |
| Net assets, end of year | $17,044,604 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251010131451NAL0008211841001, received 2025-10-10 |
| Total income | $5,127,247 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251010131451NAL0008211841001, received 2025-10-10 |
| Net income | $2,282,374 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251010131451NAL0008211841001, received 2025-10-10 |
| Employer contributions | $833,188 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010131451NAL0008211841001, received 2025-10-10 |
| Participant contributions | $1,765,312 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251010131451NAL0008211841001, received 2025-10-10 |
| Other contributions (incl. rollovers) | $361,086 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251010131451NAL0008211841001, received 2025-10-10 |
| Total contributions | $2,959,586 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251010131451NAL0008211841001, received 2025-10-10 |
| Benefit payments | $2,678,780 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251010131451NAL0008211841001, received 2025-10-10 |
| Total expenses (incl. benefit payments) | $2,844,873 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251010131451NAL0008211841001, received 2025-10-10 |
| Total administrative expenses | $152,204 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010131451NAL0008211841001, received 2025-10-10 |
| Investment advisory and management fees | $152,204 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251010131451NAL0008211841001, received 2025-10-10 |
| Administrative expenses excluding investment management | $0 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251010131451NAL0008211841001, received 2025-10-10 |
| Held in mutual funds | $16,609,769 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251010131451NAL0008211841001, received 2025-10-10 |
| Independent auditor | KREISCHER MILLER | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251010131451NAL0008211841001, received 2025-10-10 |
Position = column in the DOL layout for form year 2024. Filing 20251010131451NAL0008211841001, received 2025-10-10.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY Orecordkeeper | RECORDKEEPER | 64 Recordkeeping fees | $61,739 | yes |
| WELLS FARGO ADVISORS LLC | INVESTMENT ADVISOR | 27 Investment advisory (plan) | $39,488 | no |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | 28 Investment management | $9,485 | no |
| ATLANTIC PENSION SERVICES, INC. | CONTRACT ADMIN | 13 Contract administrator | $6,950 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251010131451NAL0008211841001, received 2025-10-10.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $14,762,230 | $17,044,604 | 15.5% |
| Participants with a balance | 245 | 233 | -4.9% |
| Administrative expenses | $133,557 | $152,204 | 14.0% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $872,730 | $833,188 | -4.5% |
Prior filing 20241009112028NAL0018216929001, received 2024-10-09; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: CLINICAL INK; SEC registrant: Clinical Ink, Inc. (CIK 1496558, matched by EIN).