Plan Snapshot
- Plan Sponsor: Carroll Design
- Sponsor EIN: 043138594
- Sponsor Address: 270 LITTLETON RD, WESTFORD, MA, 01886
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 6
- Total Assets: $1.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|
| 2025 | 6 | $1.8M | $0 | $0 |
| 2024 | 2 | $1.8M | $9,624 | $22,005 |
| 2023 | 3 | $1.4M | $8,660 | $19,757 |
| 2022 | 4 | $1.1M | $7,071 | $17,146 |
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