Plan Snapshot
- Plan Sponsor: Comprehensive Financial Professionals, INC
- Sponsor EIN: 260184462
- Sponsor Address: 1110 N BROAD STREET, LANSDALE, PA, 19446
- Plan Type: 401(k)
- Total Participants: 14
- Total Assets: $3.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 14 | $3.3M | $180,338 | $212,848 |
| 2023 | 14 | $4.0M | $180,314 | $172,602 |
| 2022 | 13 | $3.1M | $154,602 | $164,445 |