# Cranford, Buckley, Schultze, Tomchin, Allen & Buie, P.A. 401(k) Plan
Source: https://planprovider.pro/companies/cranford-buckley-schultze-tomchin-allen-buie-p-a-401k-plan

> Cranford, Buckley, Schultze, Tomchin, Allen & Buie, P.A.'s 401(k) plan: 16 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cranford, Buckley, Schultze, Tomchin, Allen & Buie, P.A.

- **Sponsor EIN:** 561817454

- **Sponsor Address:** 7257 PINEVILLE-MATTHEW RD STE 2100, CHARLOTTE, NC, 28226

- **Plan Type:** 401(k)

- **Total Participants:** 16

- **Total Assets:** $3.5M

## 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|16|$3.5M|$36,766|$59,428|

| 2023|17|$3.3M|$32,926|$57,182|

| 2022|17|$3.0M|$33,944|$68,212|

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