Plan Snapshot
- Plan Sponsor: Carpenter / Robbins Commercial Real Estate, INC.
- Sponsor EIN: 680446875
- Sponsor Address: 2000 CROW CANYON PLACE, SUITE 130, SAN RAMON, CA, 94583
- Plan Type: 401(k)
- Total Participants: 8
- Total Assets: $418,941
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 | 8 | $418,941 | $93,813 | $95,660 |
| 2023 | 8 | $1.5M | $82,409 | $108,462 |
| 2022 | 7 | $1.4M | $73,159 | $97,398 |