Plan Snapshot
- Plan Sponsor: Carpenter, Petersen & Associates,
- Sponsor EIN: 330684234
- Sponsor Address: 26020 TOWNE CENTRE DRIVE, FOOTHILL RANCH, CA, 92610
- Plan Type: 401(k)
- Total Participants: 8
- Total Assets: $5.1M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 8 | $5.1M | $169,044 | $105,493 |
| 2022 | 8 | $4.4M | $174,765 | $100,718 |