Cliff Price And Company, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Cliff Price And Company, INC.
  • Sponsor EIN: 752579650
  • Sponsor Address: 2100 STEMMONS FREEWAY, DALLAS, TX, 75207
  • Plan Type: 401(k)
  • Total Participants: 3
  • Total Assets: $3.6M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20243$3.6M$40,000$63,100
20233$3.0M$40,000$62,400
20224$2.5M$50,000$56,400

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