Plan Snapshot
- Plan Sponsor: Campbell, Yost, Clare & Norell, P.C.
- Sponsor EIN: 860984349
- Sponsor Address: 3101 N. CENTRAL AVE., PHOENIX, AZ, 85012
- Plan Type: 401(k)
- Total Participants: 22
- Total Assets: $16.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 22 | $16.8M | $304,267 | $229,248 |
| 2023 | 18 | $14.0M | $347,487 | $189,979 |
| 2022 | 14 | $18.2M | $408,047 | $216,095 |