# Carrington, Coleman, Sloman & Blumenthal, LLP 401(k) Plan
Source: https://planprovider.pro/companies/carrington-coleman-sloman-blumenthal-llp-401k-plan-001

> Carrington, Coleman, Sloman & Blumenthal, LLP's 401(k) plan: 77 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Carrington, Coleman, Sloman & Blumenthal, LLP

- **Sponsor EIN:** 751315313

- **Sponsor Address:** 901 MAIN STREET, SUITE 5500, DALLAS, TX, 75202

- **Plan Type:** 401(k)

- **Total Participants:** 77

- **Total Assets:** $51.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|77|$51.7M|$1.2M|$795,367|

| 2023|67|$52.9M|$1.2M|$818,702|

| 2022|65|$52.4M|$1.1M|$722,052|

## Similar Plans

- [Kowert, Hood, Munyon, Rankin & Goetzel, P.C.](https://planprovider.pro/companies/kowert-hood-munyon-rankin-goetzel-p-c-401k-plan) — 77 participants

- [Beck Redden LLP](https://planprovider.pro/companies/beck-redden-llp-401k-plan) — 77 participants

- [Armbrust & Brown, PLLC](https://planprovider.pro/companies/armbrust-brown-pllc-401k-plan) — 79 participants

- [Pirkey Barber PLLC](https://planprovider.pro/companies/pirkey-barber-pllc-401k-plan) — 80 participants

- [Simon Greenstone Panatier, PC](https://planprovider.pro/companies/simon-greenstone-panatier-pc-401k-plan) — 81 participants

- [Black Mann & Graham LLP](https://planprovider.pro/companies/black-mann-graham-llp-401k-plan) — 83 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/carrington-coleman-sloman-blumenthal-llp-401k-plan-001)

© 2026 PlanProvider.Pro