Plan Snapshot
- Plan Sponsor: Carney, Sandoe & Associates, INC.
- Sponsor EIN: 043401502
- Sponsor Address: 200 HIGH STREET, SUITE 610, BOSTON, MA, 02110
- Plan Type: DC
- Total Participants: 35
- Total Assets: $21.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
| 2024 | 35 | $21.6M | $0 | $0 |
| 2023 | 32 | $23.0M | $10,000 | $0 |
| 2022 | 29 | $26.5M | $10,000 | $0 |