Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Clorox › plan 007
The Clorox Company EE Retirement Investment Plan for Puerto Rico
- Sponsor Clorox
- Plan number 007
- Plan year 2024
- $10-50M in assets
- single-employer
Administrative expenses excluding investment management, per participant · The Clorox Company EE Retirement Investment Plan for Puerto Rico · plan year 2024
$183.31
Higher than 69% of the 24,371 plans $10 to 50M that report it.
Source
= $24,014 / 131
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250725160701NAL0003282387001, received 2025-07-25
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250725160701NAL0003282387001, received 2025-07-25
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 2025-07-25.
Cost and contributions
Administrative expenses per participant
$183.31
Higher than 47% of the 25,098 plans $10 to 50M that report it.
Source
= $24,014 / 131
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250725160701NAL0003282387001, received 2025-07-25
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250725160701NAL0003282387001, received 2025-07-25
Administrative expenses as a share of assets
0.112%
Higher than 23% of the 25,132 plans $10 to 50M that report it.
Source
= $24,014 / $21,381,815
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250725160701NAL0003282387001, received 2025-07-25
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250725160701NAL0003282387001, received 2025-07-25
Employer contributions per participant
$3,011
Higher than 73% of the 24,050 plans $10 to 50M that report it.
Source
= $394,389 / 131
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250725160701NAL0003282387001, received 2025-07-25
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250725160701NAL0003282387001, received 2025-07-25
Employer share of total contributions
49.4%
Higher than 93% of the 24,084 plans $10 to 50M that report it.
Source
= $394,389 / $798,772
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250725160701NAL0003282387001, received 2025-07-25
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250725160701NAL0003282387001, received 2025-07-25
Plan features
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) · 3C · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250725160701NAL0003282387001, received 2025-07-25
Full record, The Clorox Company EE Retirement Investment Plan for Puerto Rico
| Field | Value | Source |
|---|---|---|
| Plan sponsor | THE CLOROX COMPANY | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250725160701NAL0003282387001, received 2025-07-25 |
| Plan name | THE CLOROX COMPANY EE RETIREMENT INVESTMENT PLAN FOR PUERTO RICO | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250725160701NAL0003282387001, received 2025-07-25 |
| Sponsor EIN / plan number | 31-0595760 / 007 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250725160701NAL0003282387001, received 2025-07-25 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250725160701NAL0003282387001, received 2025-07-25 |
| Sponsor location | OAKLAND, CA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250725160701NAL0003282387001, received 2025-07-25 |
| Industry (business code) | 325600, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250725160701NAL0003282387001, received 2025-07-25 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250725160701NAL0003282387001, received 2025-07-25 |
| Filing received | 2025-07-25 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250725160701NAL0003282387001, received 2025-07-25 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250725160701NAL0003282387001, received 2025-07-25 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250725160701NAL0003282387001, received 2025-07-25 |
| Participants, beginning of year | 132 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250725160701NAL0003282387001, received 2025-07-25 |
| Active participants | 66 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250725160701NAL0003282387001, received 2025-07-25 |
| Participants, end of year | 131 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250725160701NAL0003282387001, received 2025-07-25 |
| Participants with an account balance | 131 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250725160701NAL0003282387001, received 2025-07-25 |
| Total assets, beginning of year | $18,763,670 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250725160701NAL0003282387001, received 2025-07-25 |
| Total assets, end of year | $21,381,815 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250725160701NAL0003282387001, received 2025-07-25 |
| Net assets, end of year | $21,381,815 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250725160701NAL0003282387001, received 2025-07-25 |
| Total income | $3,315,614 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250725160701NAL0003282387001, received 2025-07-25 |
| Net income | $2,618,145 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250725160701NAL0003282387001, received 2025-07-25 |
| Employer contributions | $394,389 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250725160701NAL0003282387001, received 2025-07-25 |
| Participant contributions | $404,383 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250725160701NAL0003282387001, received 2025-07-25 |
| Total contributions | $798,772 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250725160701NAL0003282387001, received 2025-07-25 |
| Benefit payments | $669,590 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250725160701NAL0003282387001, received 2025-07-25 |
| Total expenses (incl. benefit payments) | $697,469 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250725160701NAL0003282387001, received 2025-07-25 |
| Total administrative expenses | $24,014 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250725160701NAL0003282387001, received 2025-07-25 |
| Administrative expenses excluding investment management | $24,014 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250725160701NAL0003282387001, received 2025-07-25 |
| Held in common/collective trusts | $8,895,806 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250725160701NAL0003282387001, received 2025-07-25 |
| Held in mutual funds | $11,007,824 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250725160701NAL0003282387001, received 2025-07-25 |
| Independent auditor | MOSS ADAM LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250725160701NAL0003282387001, received 2025-07-25 |
Position = column in the DOL layout for form year 2024. Filing 20250725160701NAL0003282387001, received 2025-07-25.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| VANGUARD ADVISERS INC. | NONE | 26 Investment advisory (participants) | $19,929 | no |
| THE VANGUARD GROUP, INC.recordkeeper | NONE | 15 Recordkeeping and information management; 16 Consulting (general); 19 Custodial (securities); 37 Participant loan processing; 38 Participant communication; 52 Investment management fees paid indirectly by plan; 99 Other fees | $5,135 | 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 20250725160701NAL0003282387001, received 2025-07-25.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $18,763,670 | $21,381,815 | 14.0% |
| Participants with a balance | 131 | 131 | 0.0% |
| Administrative expenses | $24,728 | $24,014 | -2.9% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $425,855 | $394,389 | -7.4% |
Prior filing 20241011131647NAL0022813809001, received 2024-10-11; the plan years are contiguous.