# The Clifton Institute, INC. 403(b) Plan
Source: https://planprovider.pro/companies/the-clifton-institute-inc-403b-plan

> The Clifton Institute, INC.'s 403(b) plan: 6 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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