Plan Snapshot
- Plan Sponsor: Carr Mcclellan P.C.
- Sponsor EIN: 943167748
- Sponsor Address: 216 PARK ROAD, BURLINGAME, CA, 94010
- Plan Type: 401(k)
- Total Participants: 14
- Total Assets: $51.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 14 | $51.5M | $37,733 | $167,203 |
| 2023 | 14 | $45.3M | $104,730 | $166,175 |
| 2022 | 14 | $38.7M | $199,603 | $221,817 |