# Cline Carroll & Bartell LLP 401(k) Plan
Source: https://planprovider.pro/companies/cline-carroll-bartell-llp-plan

> Cline Carroll & Bartell LLP's 401(k) plan: 17 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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