# Carolina Conceptions, P.A. 401(k) Plan
Source: https://planprovider.pro/companies/carolina-conceptions-p-a-401k-plan

> Carolina Conceptions, P.A.'s 401(k) plan: 38 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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