Plan Snapshot
- Plan Sponsor: The Clifton Institute, INC.
- Sponsor EIN: 521413042
- Sponsor Address: 6712 BLANTYRE ROAD, WARRENTON, VA, 201877144
- Plan Type: 403(b)
- Total Participants: 6
- Total Assets: $627,968
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 6 | $627,968 | $16,208 | $19,021 |
| 2023 | 6 | $539,248 | $18,769 | $21,042 |
| 2022 | 7 | $454,844 | $15,669 | $19,440 |