# Carlo Holdings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/carlo-holdings-inc-401k-plan

> Carlo Holdings, INC.'s 401(k) plan: 11 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

## Similar Plans

- [Trexel, INC.](https://planprovider.pro/companies/trexel-inc-401k-plan) — 11 participants

- [Quicksilva Title LLC](https://planprovider.pro/companies/quicksilva-title-llc-401k-plan) — 10 participants

- [Cristcot INC.](https://planprovider.pro/companies/cristcot-inc-401k-plan) — 10 participants

- [Cemservices, INC.](https://planprovider.pro/companies/cemservices-inc-401k-plan) — 10 participants

- [Mhl LLC](https://planprovider.pro/companies/mhl-llc-plan) — 10 participants

- [Equinox Group, INC.](https://planprovider.pro/companies/equinox-group-inc-plan) — 9 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/carlo-holdings-inc-401k-plan)

© 2026 PlanProvider.Pro