Plan Snapshot
- Plan Sponsor: Carruth Capital, LLC
- Sponsor EIN: 043397577
- Sponsor Address: 116 FLANDERS RD, WESTBOROUGH, MA, 01581
- Plan Type: 401(k)
- Total Participants: 50
- Total Assets: $22.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|
| 2024 | 50 | $22.5M | $87,233 | $648,246 |
| 2023 | 50 | $18.6M | $94,484 | $630,966 |
| 2022 | 52 | $15.2M | $84,389 | $612,291 |