Caruso, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Caruso, INC.
  • Sponsor EIN: 310595848
  • Sponsor Address: 3465 HAUCK ROAD, CINCINNATI, OH, 45241
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 395
  • Total Assets: $7.4M

Key Plan Design Features

  • Auto-Enrollment: No
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023395$7.4M$312,099$657,594
2022352$5.1M$292,297$622,688

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