Plan Snapshot
- Plan Sponsor: Cfi Management LLC
- Sponsor EIN: 873075812
- Sponsor Address: 50 SCHILLING ROAD, HUNT VALLEY, MD, 21031
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 9
- Total Assets: $5.6M
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 | 9 | $5.6M | $0 | $95,677 |
| 2023 | 19 | $7.0M | $0 | $152,360 |
| 2022 | 19 | $6.0M | $16,707 | $202,923 |