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: 36
- Total Assets: $4.9M
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 | 36 | $4.9M | $129,582 | $545,458 |
| 2023 | 34 | $4.3M | $151,972 | $600,450 |
| 2022 | 33 | $3.0M | $101,955 | $443,621 |