Plan Snapshot
- Plan Sponsor: Clfs Equities, Lllp
- Sponsor EIN: 841287541
- Sponsor Address: 2345 E. 3RD AVENUE, DENVER, CO, 80206
- Plan Type: 401(k)
- Total Participants: 10
- Total Assets: $5.9M
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 | 10 | $5.9M | $0 | $127,002 |
| 2023 | 13 | $6.0M | $0 | $152,081 |
| 2022 | 14 | $6.2M | $0 | $163,080 |