Calton Group, INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Calton Group, INC.
  • Sponsor EIN: 843763572
  • Sponsor Address: 324 N BRIGHTLEAF BLVD, SMITHFIELD, NC, 27577
  • Plan Type: 401(k)
  • Total Participants: 5
  • Total Assets: $464,754

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20255$464,754$4,392$5,832
20245$485,202$4,067$5,512
20234$418,128$3,673$5,192
20224$192,115$4,870$7,013

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