Astin, Carr & Company 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Astin, Carr & Company
  • Sponsor EIN: 953363772
  • Sponsor Address: 6159 GREY ROCK RD., AGOURA HILLS, CA, 91301
  • Plan Type: 401(k)
  • Total Participants: 2
  • Total Assets: $3.6M

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: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20252$3.6M$93,000$62,000
20242$3.6M$93,000$62,000
20232$3.3M$92,000$61,000
20222$3.0M$87,000$60,000

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