Plan Snapshot
- Plan Sponsor: Carolina Conceptions, P.A.
- Sponsor EIN: 201381993
- Sponsor Address: 2601 LAKE DRIVE, RALEIGH, NC, 27607
- Plan Type: 401(k)
- Total Participants: 38
- Total Assets: $4.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 38 | $4.9M | $213,164 | $284,206 |
| 2023 | 30 | $3.8M | $210,000 | $269,122 |
| 2022 | 18 | $2.7M | $123,362 | $198,824 |