Plan Snapshot
- Plan Sponsor: Carney Pacheco And Associates, P.C.
- Sponsor EIN: 113111355
- Sponsor Address: 100 CROSSWAYS PARK DR W, WOODBURY, NY, 11797
- Plan Type: 401(k)
- Total Participants: 13
- Total Assets: $2.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|
| 2024 | 13 | $2.5M | $25,895 | $124,127 |
| 2023 | 7 | $2.1M | $27,051 | $130,102 |
| 2022 | 12 | $1.9M | $29,817 | $111,671 |