The Community Development Trust, L.P 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: The Community Development Trust, L.P
  • Sponsor EIN: 134033360
  • Sponsor Address: 1350 BROADWAY, SUITE 700, NEW YORK, NY, 10018
  • Plan Type: 401(k)
  • Total Participants: 22
  • Total Assets: $14.6M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202422$14.6M$417,349$360,167
202322$18.6M$482,646$446,861
202225$15.5M$402,480$421,177

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