Plan Snapshot
- Plan Sponsor: Clear Brook Advisors INC
- Sponsor EIN: 943405225
- Sponsor Address: 420 BOYLSTON ST FL 5, BOSTON, MA, 021164002
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $549,416
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 7 | $549,416 | $24,538 | $72,942 |
| 2023 | 7 | $414,269 | $25,058 | $73,012 |
| 2022 | 7 | $261,391 | $23,389 | $66,886 |