# Carlton Enterprises, INC. 401(k) Plan
Source: https://planprovider.pro/companies/carlton-enterprises-inc-401k-plan

> Carlton Enterprises, INC.'s 401(k) plan: 64 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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