Clarendon Investment Holdings 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Clarendon Investment Holdings
  • Sponsor EIN: 810884868
  • Sponsor Address: 4332 EDMONDSON AVE, DALLAS, TX, 75205
  • Plan Type: 401(k)
  • Total Participants: 1
  • Total Assets: $405,965

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20241$405,965$23,000$23,000
20221$276,219$20,500$20,500

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