# Caruso Homes, INC. 401(k) Plan
Source: https://planprovider.pro/companies/caruso-homes-inc-401k-plan

> Caruso Homes, INC.'s 401(k) plan: 106 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Caruso Homes, INC.

- **Sponsor EIN:** 521447426

- **Sponsor Address:** 2120 BALDWIN AVE STE 200, CROFTON, MD, 211142402

- **Plan Type:** 401(k)

- **Total Participants:** 106

- **Total Assets:** $4.9M

## 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|106|$4.9M|$70,725|$726,506|

| 2023|121|$3.8M|$81,305|$635,916|

| 2022|119|$2.9M|$67,267|$602,347|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| MN BLUM|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MN BLUM](https://planprovider.pro/provider/mn-blum-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$2,713|—|—|—|—|

| 2023|$4,288|—|—|—|—|

| 2022|$21,860|—|—|—|—|

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