# Carrthaxton Financial Group Ll 401(k) Plan
Source: https://planprovider.pro/companies/carrthaxton-financial-group-ll-plan

> Carrthaxton Financial Group Ll's 401(k) plan: 5 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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)

- **Total Participants:** 5

- **Total Assets:** $841,114

## 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.|

| 2024|5|$841,114|$24,991|$80,721|

| 2023|6|$699,983|$27,460|$79,536|

| 2022|6|$530,257|$53,929|$71,583|

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