Plan Snapshot
- Plan Sponsor: Cline Carroll & Bartell LLP
- Sponsor EIN: 953184251
- Sponsor Address: 9190 IRVINE CENTER DRIVE, IRVINE, CA, 92618
- Plan Type: 401(k)
- Total Participants: 17
- Total Assets: $3.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 17 | $3.6M | $157,589 | $128,857 |
| 2023 | 16 | $3.1M | $167,635 | $129,605 |
| 2022 | 16 | $2.6M | $157,433 | $141,333 |