Plan Snapshot
- Plan Sponsor: Cleveland, Waters & Bass, PA
- Sponsor EIN: 020417574
- Sponsor Address: P.O. BOX 1137, CONCORD, NH, 03302
- Plan Type: 401(k)
- Total Participants: 37
- Total Assets: $9.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 37 | $9.8M | $124,052 | $371,402 |
| 2023 | 31 | $8.3M | $196,894 | $387,558 |
| 2022 | 30 | $8.2M | $245,095 | $322,591 |