# Caras & Shulman, PC 401(k) Plan
Source: https://planprovider.pro/companies/caras-shulman-pc-plan

> Caras & Shulman, PC's 401(k) plan: 22 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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