Plan Snapshot
- Plan Sponsor: Cfp, INC.
- Sponsor EIN: 930572310
- Sponsor Address: PO BOX 12888, SALEM, OR, 973090888
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $3.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 5 | $3.3M | $26,449 | $84,773 |
| 2023 | 5 | $3.1M | $12,794 | $69,114 |
| 2022 | 7 | $5.4M | $26,347 | $42,943 |
| 2020 | 9 | $6.3M | $31,680 | $63,035 |