Plan Snapshot
- Plan Sponsor: Clay Trenz Financial Services
- Sponsor EIN: 452051235
- Sponsor Address: 1137 NW CLARK, BEND, OR, 97703
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $968,931
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 2 | $968,931 | $22,757 | $29,100 |
| 2024 | 2 | $793,487 | $12,541 | $29,100 |
| 2023 | 2 | $638,709 | $16,495 | $29,100 |
| 2022 | 2 | $514,933 | $27,000 | $28,925 |