Plan Snapshot
- Plan Sponsor: Carroll Enterprises, INC
- Sponsor EIN: 042497441
- Sponsor Address: 38 AUSTIN ST, WORCESTER, MA, 016092420
- Plan Type: 401(k)
- Total Participants: 103
- Total Assets: $23.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 103 | $23.2M | $137,098 | $947,064 |
| 2023 | 117 | $21.1M | $151,850 | $965,546 |
| 2022 | 114 | $17.3M | $112,805 | $847,388 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CARON BLETZER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON BLETZER — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $61,167 | $10,625 | $50,542 | — | — |
| 2023 | $52,455 | — | $43,083 | $9,372 | — |
| 2022 | $60,316 | $14,840 | $45,476 | — | — |