# Carey Rodriguez LLP 401(k) Plan
Source: https://planprovider.pro/companies/carey-rodriguez-llp-401k-plan

> Carey Rodriguez LLP's 401(k) plan: 5 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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