Plan Snapshot
- Plan Sponsor: Caras & Shulman, PC
- Sponsor EIN: 042629080
- Sponsor Address: 78 BLANCHARD ROAD, BURLINGTON, MA, 01803
- Plan Type: 401(k)
- Total Participants: 22
- Total Assets: $6.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 22 | $6.4M | $119,400 | $222,585 |
| 2023 | 20 | $5.5M | $148,156 | $253,959 |
| 2022 | 21 | $4.5M | $116,948 | $256,559 |