Plan Snapshot
- Plan Sponsor: Private Client Resources, LLC
- Sponsor EIN: 061596299
- Sponsor Address: 187 DANBURY ROAD, WILTON, CT, 06897
- Plan Type: 401(k)
- Total Participants: 29
- Total Assets: $4.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 29 | $4.9M | $33,763 | $394,931 |
| 2023 | 68 | $4.5M | $50,207 | $540,398 |
| 2022 | 67 | $3.5M | $44,325 | $496,437 |