# Carpenter, Petersen & Associates, 401(k) Plan
Source: https://planprovider.pro/companies/carpenter-petersen-associates-plan

> Carpenter, Petersen & Associates,'s 401(k) plan: 8 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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|

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