# Clarkson Walsh & Coulter, P.A 401(k) Plan
Source: https://planprovider.pro/companies/clarkson-walsh-coulter-p-a-401k-plan

> Clarkson Walsh & Coulter, P.A's 401(k) plan: 41 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Clarkson Walsh & Coulter, P.A

- **Sponsor EIN:** 571025309

- **Sponsor Address:** PO BOX 6728, GREENVILLE, SC, 29606

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

- **Total Participants:** 41

- **Total Assets:** $6.8M

## 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|41|$6.8M|$162,381|$237,883|

| 2023|36|$6.1M|$147,019|$228,348|

| 2022|27|$5.0M|$125,923|$195,204|

## Similar Plans

- [Barnwell Whaley Patterson & Helms, LLC](https://planprovider.pro/companies/barnwell-whaley-patterson-helms-llc-401k-plan) — 43 participants

- [The Ward Law Firm P A](https://planprovider.pro/companies/the-ward-law-firm-p-a-401k-plan) — 30 participants

- [Wyche Professional Association](https://planprovider.pro/companies/wyche-professional-association-401k-plan) — 54 participants

- [Finklea, Hendrick & Blake, LLC](https://planprovider.pro/companies/finklea-hendrick-blake-llc-401k-plan) — 27 participants

- [Willcox Buyck & Williams P.A.](https://planprovider.pro/companies/willcox-buyck-williams-p-a-401k-plan) — 23 participants

- [Uricchio, Howe & Krell, P.A.](https://planprovider.pro/companies/uricchio-howe-krell-p-a-plan) — 21 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/clarkson-walsh-coulter-p-a-401k-plan)

© 2026 PlanProvider.Pro