Plan Snapshot
- Plan Sponsor: Carter & Carter Enterprises
- Sponsor EIN: 521243624
- Sponsor Address: 212 VAN BUREN STREET NW, WASHINGTON, DC, 20012
- Plan Type: 401(k)
- Total Participants: 19
- Total Assets: $1.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 19 | $1.9M | $0 | $35,919 |
| 2023 | 7 | $1.7M | $0 | $36,029 |
| 2022 | 7 | $1.4M | $0 | $35,405 |