# Clay Trenz Financial Services 401(k) Plan
Source: https://planprovider.pro/companies/clay-trenz-financial-services-452051235-001

> Clay Trenz Financial Services's 401(k) plan: 2 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Clay Trenz Financial Services

- **Sponsor EIN:** 452051235

- **Sponsor Address:** 1137 NW CLARK, BEND, OR, 97703

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

- **Plan Number:** 001

- **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|$0|$0|

| 2024|2|$793,487|$12,541|$29,100|

| 2023|2|$638,709|$16,495|$29,100|

| 2022|2|$514,933|$27,000|$28,925|

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