Plan Snapshot
- Plan Sponsor: Cfp Administration, LLC
- Sponsor EIN: 352475702
- Sponsor Address: 545 EAST JOHN CARPENTER FREEWAY, IRVING, TX, 75062
- Plan Type: 401(k)
- Total Participants: 25
- Total Assets: $6.2M
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 | 25 | $6.2M | $541,944 | $121,066 |
| 2023 | 20 | $4.9M | $466,916 | $127,157 |
| 2022 | 20 | $3.7M | $424,260 | $106,044 |