# Clarkin & Phillips, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/clarkin-phillips-p-c-401k-plan

> Clarkin & Phillips, P.C.'s 401(k) plan: 10 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Clarkin & Phillips, P.C.

- **Sponsor EIN:** 043052899

- **Sponsor Address:** 55 WILLIAM STREET, WELLESLEY, MA, 02481

- **Plan Type:** 401(k)

- **Total Participants:** 10

- **Total Assets:** $5.5M

## 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.|

| 2024|10|$5.5M|$39,074|$132,189|

| 2023|10|$4.7M|$34,478|$129,457|

| 2022|10|$3.8M|$36,989|$134,061|

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