Plan Snapshot
- Plan Sponsor: Clearfork Wealth Management LLC
- Sponsor EIN: 461374003
- Sponsor Address: 5600 CLEARFORK MAIN ST, FORT WORTH, TX, 76109
- Plan Type: 401(k)
- Total Participants: 16
- Total Assets: $2.2M
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 | 16 | $2.2M | $42,043 | $100,429 |
| 2023 | 12 | $2.0M | $51,404 | $122,037 |
| 2022 | 13 | $1.6M | $55,419 | $123,022 |