# Carlsbad Technology, INC 401(k) Plan
Source: https://planprovider.pro/companies/carlsbad-technology-inc-401k-plan

> Carlsbad Technology, INC's 401(k) plan: 100 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Carlsbad Technology, INC

- **Sponsor EIN:** 330441961

- **Sponsor Address:** 5922 FARNSWORTH COURT, CARLSBAD, CA, 92008

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

- **Total Participants:** 100

- **Total Assets:** $5.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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.|

| 2024|100|$5.0M|$72,723|$457,026|

| 2023|77|$4.3M|$75,447|$357,234|

| 2022|78|$4.2M|$68,398|$340,024|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| VAIL & PARK, P.C.|Independent Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [VAIL & PARK, P.C.](https://planprovider.pro/provider/vail-and-park-pc) — Independent Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|—|—|—|—|—|

| 2023|$27,473|$10,813|—|—|—|

| 2022|$8,305|—|—|—|—|

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