Plan Snapshot
- Plan Sponsor: Carbonaro Cpas & Management Gr
- Sponsor EIN: 990303190
- Sponsor Address: 1885 MAIN ST, WAILUKU, HI, 967931819
- Plan Type: 401(k)
- Total Participants: 34
- Total Assets: $1.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 34 | $1.1M | $115,419 | $251,021 |