# Carrington, Coleman, Sloman & Blumenthal, LLP 401(k) Plan
Source: https://planprovider.pro/companies/carrington-coleman-sloman-blumenthal-llp-401k-plan-002

> Carrington, Coleman, Sloman & Blumenthal, LLP's 401(k) plan: 36 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:** 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|

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