# Carlisle Dorafshani Wohl & Associates INC 401(k) Plan
Source: https://planprovider.pro/companies/carlisle-dorafshani-wohl-associates-inc-plan

> Carlisle Dorafshani Wohl & Associates INC's 401(k) plan: 4 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Carlisle Dorafshani Wohl & Associates INC

- **Sponsor EIN:** 814420068

- **Sponsor Address:** 28632 ROADSIDE DR SUITE 225, AGOURA HILLS, CA, 91301

- **Plan Type:** 401(k)

- **Total Participants:** 4

- **Total Assets:** $389,190

## 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.|

| 2024|4|$389,190|$7,910|$25,200|

| 2023|3|$1.0M|$5,957|$23,700|

| 2022|3|$805,303|$5,905|$21,650|

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