Employers › Clyde Companies
Recordkeeping fees per participant · Clyde Companies, Inc. 401(k) Retirement Plan · plan year 2024
$11.56
Higher than 10% of the 1,697 plans $250M to 1B that report it.
= $57,974 / 5,014
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251006101351NAL0005831952002, received 2025-10-06
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251006101351NAL0005831952002, received 2025-10-06
Percentiles compare this plan with the Schedule H plans $250M to 1B 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 2025-10-06.
Administrative expenses excluding investment management, per participant
$11.56
Higher than 6% of the 2,324 plans $250M to 1B that report it.
= $57,974 / 5,014
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251006101351NAL0005831952002, received 2025-10-06
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251006101351NAL0005831952002, received 2025-10-06
Administrative expenses per participant
$126.05
Higher than 73% of the 2,405 plans $250M to 1B that report it.
= $632,026 / 5,014
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251006101351NAL0005831952002, received 2025-10-06
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251006101351NAL0005831952002, received 2025-10-06
Administrative expenses as a share of assets
0.194%
Higher than 92% of the 2,407 plans $250M to 1B that report it.
= $632,026 / $326,281,209
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251006101351NAL0005831952002, received 2025-10-06
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251006101351NAL0005831952002, received 2025-10-06
Employer contributions per participant
$5,302
Higher than 76% of the 2,457 plans $250M to 1B that report it.
= $26,585,360 / 5,014
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251006101351NAL0005831952002, received 2025-10-06
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251006101351NAL0005831952002, received 2025-10-06
Employer share of total contributions
58.4%
Higher than 96% of the 2,459 plans $250M to 1B that report it.
= $26,585,360 / $45,561,473
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251006101351NAL0005831952002, received 2025-10-06
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251006101351NAL0005831952002, received 2025-10-06
Plan terms are not published in public filings.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · 2A age/service-weighted · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251006101351NAL0005831952002, received 2025-10-06
| Field | Value | Source |
|---|---|---|
| Plan sponsor | CLYDE COMPANIES, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251006101351NAL0005831952002, received 2025-10-06 |
| Plan name | CLYDE COMPANIES, INC. 401(K) RETIREMENT PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251006101351NAL0005831952002, received 2025-10-06 |
| Sponsor EIN / plan number | 87-0260879 / 002 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251006101351NAL0005831952002, received 2025-10-06 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251006101351NAL0005831952002, received 2025-10-06 |
| Sponsor location | OREM, UT | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251006101351NAL0005831952002, received 2025-10-06 |
| Industry (business code) | 551112, Management of companies and enterprises | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251006101351NAL0005831952002, received 2025-10-06 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251006101351NAL0005831952002, received 2025-10-06 |
| Filing received | 2025-10-06 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251006101351NAL0005831952002, received 2025-10-06 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251006101351NAL0005831952002, received 2025-10-06 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251006101351NAL0005831952002, received 2025-10-06 |
| Participants, beginning of year | 5,951 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251006101351NAL0005831952002, received 2025-10-06 |
| Active participants | 3,752 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251006101351NAL0005831952002, received 2025-10-06 |
| Participants, end of year | 5,100 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251006101351NAL0005831952002, received 2025-10-06 |
| Participants with an account balance | 5,014 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251006101351NAL0005831952002, received 2025-10-06 |
| Total assets, beginning of year | $280,849,008 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251006101351NAL0005831952002, received 2025-10-06 |
| Total assets, end of year | $326,281,209 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251006101351NAL0005831952002, received 2025-10-06 |
| Net assets, end of year | $326,281,209 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251006101351NAL0005831952002, received 2025-10-06 |
| Total income | $80,699,621 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251006101351NAL0005831952002, received 2025-10-06 |
| Net income | $45,432,201 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251006101351NAL0005831952002, received 2025-10-06 |
| Employer contributions | $26,585,360 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251006101351NAL0005831952002, received 2025-10-06 |
| Participant contributions | $17,691,969 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251006101351NAL0005831952002, received 2025-10-06 |
| Other contributions (incl. rollovers) | $1,284,144 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251006101351NAL0005831952002, received 2025-10-06 |
| Total contributions | $45,561,473 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251006101351NAL0005831952002, received 2025-10-06 |
| Benefit payments | $34,632,724 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251006101351NAL0005831952002, received 2025-10-06 |
| Total expenses (incl. benefit payments) | $35,267,420 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251006101351NAL0005831952002, received 2025-10-06 |
| Total administrative expenses | $632,026 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251006101351NAL0005831952002, received 2025-10-06 |
| Recordkeeping fees | $57,974 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251006101351NAL0005831952002, received 2025-10-06 |
| Investment advisory and management fees | $574,052 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251006101351NAL0005831952002, received 2025-10-06 |
| Administrative expenses excluding investment management | $57,974 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251006101351NAL0005831952002, received 2025-10-06 |
| Held in common/collective trusts | $229,504,409 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251006101351NAL0005831952002, received 2025-10-06 |
| Held in mutual funds | $69,204,048 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251006101351NAL0005831952002, received 2025-10-06 |
| Independent auditor | SQUIRE AND COMPANY | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251006101351NAL0005831952002, received 2025-10-06 |
Position = column in the DOL layout for form year 2024. Filing 20251006101351NAL0005831952002, received 2025-10-06.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| SOLTIS INVESTMENT ADVISORS LLC | NONE | 28 Investment management; 50 Direct payment from the plan | $393,544 | no |
| SCHWAB RETIREMENT PLAN SERVICES,INCrecordkeeper | NONE | 15 Recordkeeping and information management; 26 Investment advisory (participants); 50 Direct payment from the plan; 64 Recordkeeping fees | $111,573 | no |
| MORNINGSTAR INC | NONE | 28 Investment management; 50 Direct payment from the plan | $91,686 | no |
| SOLTIS INVESTMENT ADVISORS | NONE | 28 Investment management; 50 Direct payment from the plan | $34,922 | no |
| CHARLES SCHWAB & CO., INC. | NONE | 33 Securities brokerage; 50 Direct payment from the plan; 59 Shareholder servicing fees; 62 Float revenue; 71 Securities brokerage commissions and fees | $50 | yes |
| CHARLES SCHWAB TRUST BANK | NONE | 25 Trustee (directed); 52 Investment management fees paid indirectly by plan; 59 Shareholder servicing fees; 62 Float revenue | $0 | 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 20251006101351NAL0005831952002, received 2025-10-06.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $280,849,008 | $326,281,209 | 16.2% |
| Participants with a balance | 5,851 | 5,014 | -14.3% |
| Administrative expenses | $263,312 | $632,026 | 140.0% |
| Recordkeeping fees per participant | $5.09 | $11.56 | 127.2% |
| Employer contributions | $23,246,121 | $26,585,360 | 14.4% |
Prior filing 20240924001857NAL0012219073001, received 2024-09-24; the plan years are contiguous.
Sponsor name as filed: CLYDE COMPANIES, INC.; SEC registrant: CLYDE COMPANIES INC (CIK 1051071, matched by EIN).