# Cleveland, Waters & Bass, PA 401(k) Plan
Source: https://planprovider.pro/companies/cleveland-waters-bass-pa-401k-plan

> Cleveland, Waters & Bass, PA's 401(k) plan: 37 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

## Similar Plans

- [New Hampshire Legal Assistance](https://planprovider.pro/companies/new-hampshire-legal-assistance-401k-plan) — 42 participants

- [Sulloway & Hollis, P.L.L.C.](https://planprovider.pro/companies/sulloway-hollis-p-l-l-c-401k-plan) — 32 participants

- [Welts, White & Fontaine, P.C.](https://planprovider.pro/companies/welts-white-fontaine-p-c-401k-plan) — 27 participants

- [Finch & Maloney PLLC](https://planprovider.pro/companies/finch-maloney-pllc-plan) — 27 participants

- [Rath, Young And Pignatelli, P.C.](https://planprovider.pro/companies/rath-young-and-pignatelli-p-c-401k-plan) — 54 participants

- [Mclane Middleton Professional Association](https://planprovider.pro/companies/mclane-middleton-professional-association-plan-001) — 20 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/cleveland-waters-bass-pa-401k-plan)

© 2026 PlanProvider.Pro