Plan Snapshot
- Plan Sponsor: Clifford J. Cutler, Ltd.
- Sponsor EIN: 860422555
- Sponsor Address: 2150 E. HIGHLAND AVE., PHOENIX, AZ, 85016
- Plan Type: DC
- Total Participants: 15
- Total Assets: $6.5M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 15 | $6.5M | $173,675 | $0 |
| 2023 | 14 | $5.6M | $164,624 | $0 |
| 2022 | 14 | $4.8M | $150,000 | $0 |