Plan Snapshot
- Plan Sponsor: Carey Rodriguez LLP
- Sponsor EIN: 204755783
- Sponsor Address: 1395 BRICKELL AVE STE 700, MIAMI, FL, 331313354
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $254,674
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 5 | $254,674 | $12,476 | $18,517 |
| 2023 | 6 | $255,169 | $39,517 | $75,664 |
| 2022 | 8 | $137,126 | $15,916 | $19,031 |