Plan Snapshot
- Plan Sponsor: Carey Services, INC.
- Sponsor EIN: 350965642
- Sponsor Address: 2724 SOUTH CAREY STREET, MARION, IN, 46953
- Plan Type: 403(b)
- Plan Number: 002
- Total Participants: 259
- Total Assets: $5.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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. |
|---|
| 2023 | 259 | $5.0M | $39,085 | $62,612 |
| 2022 | 264 | $4.9M | $36,252 | $68,445 |