Plan Snapshot
- Plan Sponsor: Clark, Campbell, Lancaster, Workman & Airth, P.A.
- Sponsor EIN: 592898081
- Sponsor Address: 500 SOUTH FLORIDA AVENUE, SUITE 800, LAKELAND, FL, 33801
- Plan Type: 401(k)
- Total Participants: 30
- Total Assets: $7.0M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 30 | $7.0M | $188,855 | $224,948 |
| 2024 | 23 | $6.3M | $176,362 | $219,652 |
| 2023 | 25 | $5.4M | $141,754 | $173,320 |
| 2022 | 20 | $4.4M | $132,283 | $173,035 |