Carolina Contracting & Investments INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Carolina Contracting & Investments INC.
  • Sponsor EIN: 461777780
  • Sponsor Address: 935 THORN RIDGE LN., LAKE WYLIE, SC, 29710
  • Plan Type: 401(k)
  • Total Participants: 9
  • Total Assets: $1.5M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20259$1.5M$0$0
20249$1.5M$0$0
20239$2.4M$0$0
20227$2.1M$12,189$14,063

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