Plan Snapshot
- Plan Sponsor: Private Client Fiduciary Corporation
- Sponsor EIN: 812134783
- Sponsor Address: PO BOX 1679, EVERETT, WA, 98206
- Plan Type: 401(k)
- Total Participants: 14
- Total Assets: $3.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 14 | $3.5M | $49,634 | $147,097 |
| 2023 | 15 | $1.1M | $40,277 | $127,916 |
| 2022 | 13 | $670,336 | $40,411 | $113,068 |