# Private Client Resources, LLC 401(k) Plan
Source: https://planprovider.pro/companies/private-client-resources-llc-401k-plan

> Private Client Resources, LLC&#39;s 401(k) plan: 29 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 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|

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