Plan Snapshot
- Plan Sponsor: Carlson, Gaskey And Olds, P.C.
- Sponsor EIN: 383541716
- Sponsor Address: 400 W. MAPLE SUITE 350, BIRMINGHAM, MI, 480093324
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 40
- Total Assets: $38.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 40 | $38.7M | $0 | $0 |
| 2024 | 36 | $32.7M | $463,608 | $546,409 |
| 2023 | 39 | $29.5M | $463,386 | $581,085 |
| 2022 | 45 | $24.3M | $479,172 | $606,764 |