# Private Client Fiduciary Corporation 401(k) Plan
Source: https://planprovider.pro/companies/private-client-fiduciary-corporation-401k-plan

> Private Client Fiduciary Corporation's 401(k) plan: 14 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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