# Clear Brook Advisors INC 401(k) Plan
Source: https://planprovider.pro/companies/clear-brook-advisors-inc-401k-plan

> Clear Brook Advisors INC's 401(k) plan: 7 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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