Plan Snapshot
- Plan Sponsor: Clearlight Partners Management, LLC
- Sponsor EIN: 330892931
- Sponsor Address: 100 BAYVIEW CIRCLE, NEWPORT BEACH, CA, 92660
- Plan Type: 401(k)
- Total Participants: 10
- Total Assets: $7.5M
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 | 10 | $7.5M | $107,981 | $236,921 |
| 2023 | 10 | $6.3M | $101,274 | $235,625 |
| 2022 | 11 | $5.2M | $96,220 | $218,597 |