Plan Snapshot
- Plan Sponsor: Custom Learning Designs, INC.
- Sponsor EIN: 042661406
- Sponsor Address: 375 CONCORD AVENUE, BELMONT, MA, 02478
- Plan Type: 401(k)
- Total Participants: 62
- Total Assets: $16.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 62 | $16.3M | $169,421 | $512,883 |
| 2023 | 62 | $14.2M | $160,396 | $498,473 |
| 2022 | 62 | $12.0M | $150,714 | $476,312 |