Clayton & Little, PLLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Clayton & Little, PLLC
  • Sponsor EIN: 463116198
  • Sponsor Address: 160 WEST UNIVERSITY PARKWAY, STE A, JACKSON, TN, 38305
  • Plan Type: 401(k)
  • Total Participants: 6
  • Total Assets: $2.4M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20246$2.4M$25,331$28,758
20237$2.2M$26,328$53,274
20227$1.8M$22,931$44,865

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