# Carter Cpa LLC 401(k) Plan
Source: https://planprovider.pro/companies/carter-cpa-llc-plan

> Carter Cpa LLC's 401(k) plan: 6 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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