# Carotek, INC. 401(k) Plan
Source: https://planprovider.pro/companies/carotek-inc-401k-plan

> Carotek, INC.'s 401(k) plan: 177 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Carotek, INC.

- **Sponsor EIN:** 561712853

- **Sponsor Address:** POST OFFICE BOX 1395, MATTHEWS, NC, 28106

- **Plan Type:** 401(k)

- **Total Participants:** 177

- **Total Assets:** $24.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|177|$24.0M|$265,421|$1.4M|

| 2023|172|$25.1M|$248,547|$1.4M|

| 2022|170|$22.2M|$236,196|$1.3M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| MELISSA G CRITCHER, CPA, PC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MELISSA G CRITCHER, CPA, PC](https://planprovider.pro/provider/melissa-g-critcher-cpa-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$61,829|$20,475|$41,354|—|—|

| 2023|$70,159|$20,888|$49,271|—|—|

| 2022|$76,959|$24,847|$52,112|—|—|

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