Plan Snapshot
- Plan Sponsor: Charlton Consulting Group INC.
- Sponsor EIN: 200934371
- Sponsor Address: 6701 DEMOCRACY BLVD, BETHESDA, MD, 20817
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $4.5M
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 | 4 | $4.5M | $25,153 | $80,141 |
| 2023 | 4 | $3.7M | $15,035 | $66,744 |
| 2022 | 4 | $2.8M | $28,139 | $91,568 |