Plan Snapshot
- Plan Sponsor: Cleveland Farley, LLP
- Sponsor EIN: 464506553
- Sponsor Address: 1753 E. FIR AVENUE, FRESNO, CA, 93720
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $3.1M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 5 | $3.1M | $1,801 | $23,000 |
| 2023 | 4 | $2.8M | $1,830 | $22,500 |
| 2022 | 4 | $2.6M | $1,784 | $20,500 |