Plan Snapshot
- Plan Sponsor: Carlsen & Ferris Apc
- Sponsor EIN: 932437268
- Sponsor Address: 777 E TAHQUITZ CANYON WAY, PALM SPRINGS, CA, 922626784
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $19,346
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 3 | $19,346 | $3,385 | $15,108 |