Plan Snapshot
- Plan Sponsor: Carrthaxton Financial Group Ll
- Sponsor EIN: 463363813
- Sponsor Address: 234 LITTLETON RD STE 2A, WESTFORD, MA, 018863548
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 7
- Total Assets: $906,674
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|
| 2025 | 7 | $906,674 | $0 | $0 |
| 2024 | 5 | $841,114 | $24,991 | $80,721 |
| 2023 | 6 | $699,983 | $27,460 | $79,536 |
| 2022 | 6 | $530,257 | $53,929 | $71,583 |