Clarion Home Services Group 401(k) match, vesting and fees
What Clarion Home Services Group's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Newport Group, Inc | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 3,874 defined-contribution plans in construction with 100 to 499 participants.
| Clarion Home Services Group: employer contribution per participant | $2,539 | |
| Peer median | $2,411 |
| Clarion Home Services Group: average balance | $34,584 | |
| Peer median | $61,921 |
| Clarion Home Services Group: admin expenses ÷ assets | 0.59% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $1.7M at the end of plan year 2022 to $15M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 746 | $15M | $1.1M | $2,539 | 0.59% | Not published | Form 5500 ↗ |
| 2023 | 620 | $9.6M | $1.1M | $2,746 | 0.73% | Not published | 5500-SF ↗ |
| 2022 | 116 | $1.7M | $87K | $1,446 | 0.57% | Not published | 5500-SF ↗ |
Common questions
Does Clarion Home Services Group match 401(k) contributions?
The match terms for the Clarion Home Services Group 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $1.1M in employer contributions, about $2,539 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Clarion Home Services Group 401(k) match vested?
The vesting schedule for the Clarion Home Services Group 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Clarion Home Services Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Newport Group, Inc. The plan administrator is Clarion Home Services Group LLC.
I left Clarion Home Services Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Clarion Home Services Group LLC, (217) 246-5410) or the recordkeeper, Newport Group, Inc. The Clarion Home Services Group old 401(k) page lists the contacts from every plan filing. Find an old Clarion Home Services Group 401(k)
Data from the public Form 5500 annual reports Clarion Home Services Group filed with the U.S. Department of Labor (plan years 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Clarion Home Services Group. Not financial advice. Report a correction · Methodology