Plan Snapshot
- Plan Sponsor: Carpi & Clay, INC.
- Sponsor EIN: 201384121
- Sponsor Address: 601 NEW JERSEY NW, WASHINGTON, DC, 20001
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $2.1M
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 | 7 | $2.1M | $156,838 | $107,000 |
| 2023 | 6 | $1.6M | $144,846 | $105,000 |
| 2022 | 6 | $1.1M | $130,077 | $95,000 |