Carney, Sandoe & Associates, INC. DC Plan

Form 5500 filing data for plan year 2024.

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202435$21.6M$0$0
202332$23.0M$10,000$0
202229$26.5M$10,000$0

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