Plan Snapshot
- Plan Sponsor: Cline Financial Group LLC
- Sponsor EIN: 452386802
- Sponsor Address: 219 N MAIN ST STE 200, PITTSBURGH, PA, 152152020
- Plan Type: 401(k)
- Total Participants: 10
- Total Assets: $1.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 10 | $1.6M | $25,988 | $80,444 |
| 2023 | 10 | $1.4M | $30,591 | $81,466 |
| 2022 | 9 | $1.4M | $29,375 | $72,063 |