Plan Snapshot
- Plan Sponsor: Carter, P.C.
- Sponsor EIN: 383828234
- Sponsor Address: 301 COLLEGE STREET, ASHEVILLE, NC, 28801
- Plan Type: 401(k)
- Total Participants: 32
- Total Assets: $6.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 32 | $6.0M | $18,540 | $145,600 |
| 2023 | 27 | $5.2M | $14,796 | $117,102 |
| 2022 | 27 | $4.4M | $11,235 | $94,289 |