Department of Labor filing

TRUSTEES FOR THE GEORGE W CLAYTON TRUST AKA

CLAYTON EARLY LEARNING 401(K) PLAN · For the plan year ended Dec 31, 2024

Spot something wrong?

Public filing 2024 · received Oct 1, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

49filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$2,137

Reported employer contributions per active participant.

Higher than about 56% of comparable plans

#People in the filing

157

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$164 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 35% of comparable plans

↗Investment performance

Not available

Plan assets changed 4.9%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202449out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions56th percentileTypical peer $1,873 · based on 503 comparable plans

Lower reported administrative expense35th percentileTypical peer $108 · based on 522 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, TRUSTEES FOR THE GEORGE W CLAYTON TRUST AKA reported $335,583 in employer contributions across the plan and 157 active participants. That works out to $2,137 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy72%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 50.3%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 9.7%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context49/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $335,583
Participant contributions: $733,260
Other contributions: $26,637
Employer share of reported contributions: 31.4%
Beginning assets: $6,594,052
Ending assets: $6,918,188
Ending net assets: $6,918,188
Ending liabilities: $0
Total income: $1,900,136
Total expenses: $1,576,000
Administrative expenses: $38,806
Participant loans: $71,317

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$1,422

2023

$1,449

2024

$2,137

Plan-paid administrative expenses per participant

2022

$182

2023

$158

2024

$164

Active participants

2022

146

2023

169

2024

157

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$2,137	157	6.9M	20251001124801NAL0021010498001
2023	$1,449	169	6.6M	20241011172432NAL0011223507001
2022	$1,422	146	5.6M	20230926174009NAL0012948048001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 1.0%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 840432238-002

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 1999
Industry: Educational services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2S2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
PRINCIPAL LIFE INSURANCE COMPANY	2024	Not reported	unknown

Current plan terms

Help fill the gap the filing leaves.

If you have a current SPD, fee disclosure, or enrollment guide, you can share it with us. We check the source and date before adding anything to the profile.

Share a document →

Filing ACK_ID20251001124801NAL0021010498001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗