Plan Snapshot
- Plan Sponsor: Clayton Kendall, LLC
- Sponsor EIN: 251472222
- Sponsor Address: 167 DEXTER DRIVE, MONROEVILLE, PA, 15146
- Plan Type: 401(k)
- Total Participants: 136
- Total Assets: $6.0M
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 | 136 | $6.0M | $122,237 | $290,968 |
| 2023 | 86 | $4.9M | $123,300 | $241,606 |
| 2022 | 77 | $3.8M | $114,720 | $219,445 |