Plan Snapshot
- Plan Sponsor: Carter Cpa LLC
- Sponsor EIN: 464199964
- Sponsor Address: 1120 AVENUE OF THE AMERICAS, 4TH FL, NEW YORK, NY, 10036
- Plan Type: 401(k)
- Total Participants: 6
- Total Assets: $588,668
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 6 | $588,668 | $59,341 | $81,475 |
| 2023 | 6 | $403,532 | $35,547 | $64,050 |
| 2022 | 5 | $275,619 | $5,320 | $53,885 |