Plan Snapshot
- Plan Sponsor: Client Centric Advisors, INC.
- Sponsor EIN: 462076285
- Sponsor Address: 2 CROSFIELD AVENUE, WEST NYACK, NY, 10994
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $4.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 3 | $4.4M | $0 | $0 |
| 2023 | 4 | $3.3M | $0 | $15,000 |
| 2022 | 5 | $2.1M | $0 | $54,000 |