Plan Snapshot
- Plan Sponsor: Ct Partners Ii, LLC
- Sponsor EIN: 202141578
- Sponsor Address: 9517 MONROE RD, CHARLOTTE, NC, 28270
- Plan Type: 401(k)
- Total Participants: 38
- Total Assets: $4.7M
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 | 38 | $4.7M | $74,242 | $249,859 |
| 2023 | 35 | $4.3M | $77,908 | $238,496 |
| 2022 | 32 | $3.4M | $84,436 | $278,132 |