Clermont, LLC DB Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Clermont, LLC
  • Sponsor EIN: 271499389
  • Sponsor Address: 7334 BLANCO ROAD, SAN ANTONIO, TX, 78216
  • Plan Type: DB
  • Total Participants: 2
  • Total Assets: $2.6M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20232$2.6M$272,000$0
20222$2.5M$0$0

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