Plan Snapshot
- Plan Sponsor: Clear Harbor Asset Management
- Sponsor EIN: 271506486
- Sponsor Address: 263 TRESSER BLVD STE 1500, STAMFORD, CT, 069013209
- Plan Type: 401(k)
- Total Participants: 12
- Total Assets: $1.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 12 | $1.6M | $2,720 | $146,951 |
| 2023 | 10 | $1.3M | $4,087 | $119,280 |
| 2022 | 10 | $1.0M | $14,408 | $94,447 |