Plan Snapshot
- Plan Sponsor: Carlo Holdings, INC.
- Sponsor EIN: 991086033
- Sponsor Address: 11 ARROW STREET, WORCESTER, MA, 01604
- Plan Type: 401(k)
- Total Participants: 11
- Total Assets: $245,834
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 11 | $245,834 | $0 | $28,250 |
| 2024 | 16 | $233,777 | $2,273 | $33,999 |