# Carlo Holdings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/carlo-holdings-inc-991086033-001

> 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)

- **Plan Number:** 001

- **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|$0|

| 2024|16|$233,777|$2,273|$33,999|

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