Plan Snapshot
- Plan Sponsor: Carbonell & Co., LLC
- Sponsor EIN: 660524090
- Sponsor Address: PO BOX 270010, SAN JUAN, PR, 009270010
- Plan Type: DC
- Total Participants: 32
- Total Assets: $275,831
Key Plan Design Features
- Auto-Enrollment: No
- 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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 32 | $275,831 | $40,988 | $0 |
| 2024 | 32 | $275,831 | $40,988 | $0 |
| 2023 | 38 | $230,804 | $47,731 | $0 |
| 2022 | 37 | $165,029 | $40,839 | $0 |