# Client Centric Advisors, INC. 401(k) Plan
Source: https://planprovider.pro/companies/client-centric-advisors-inc-plan

> Client Centric Advisors, INC.'s 401(k) plan: 3 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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