Plan Snapshot
- Plan Sponsor: Carlson Tool & Manufacturing Corp.
- Sponsor EIN: 390973406
- Sponsor Address: W57 N14386 DOERR WAY, CEDARBURG, WI, 53012
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 112
- Total Assets: $25.8M
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. |
|---|
| 2023 | 112 | $25.8M | $208,965 | $816,010 |
| 2022 | 111 | $23.1M | $217,708 | $818,403 |