Carver Holdings, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Carver Holdings, INC.
  • Sponsor EIN: 831810508
  • Sponsor Address: 2811 EAGLE VALLEY DRIVE, WOODBURY, MN, 55129
  • Plan Type: 401(k)
  • Total Participants: 2
  • Total Assets: $982,571

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: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$982,571$5,040$46,300
20232$610,059$7,074$40,800
20222$720,763$2,400$40,800
202010$371,079$28,616$98,897
201911$400,112$27,135$80,269

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