# Clearfork Wealth Management LLC 401(k) Plan
Source: https://planprovider.pro/companies/clearfork-wealth-management-llc-401k-plan

> Clearfork Wealth Management LLC's 401(k) plan: 16 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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