Plan Snapshot
- Plan Sponsor: Carlton Enterprises, INC.
- Sponsor EIN: 731065505
- Sponsor Address: 4141 SOUTH MEMORIAL DRIVE, TULSA, OK, 741453306
- Plan Type: 401(k)
- Total Participants: 64
- Total Assets: $5.1M
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. |
|---|
| 2024 | 64 | $5.1M | $90,810 | $201,540 |
| 2023 | 51 | $5.3M | $92,471 | $207,542 |
| 2022 | 54 | $4.4M | $101,364 | $222,661 |