Clayton Kendall, LLC 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Clayton Kendall, LLC
  • Sponsor EIN: 251472222
  • Sponsor Address: 167 DEXTER DRIVE, MONROEVILLE, PA, 15146
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 274
  • Total Assets: $8.2M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2025274$8.2M$0$0
2024136$6.0M$122,237$290,968
202386$4.9M$123,300$241,606
202277$3.8M$114,720$219,445

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