# Garvin Agee Carlton, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/garvin-agee-carlton-p-c-401-k-retirement-plan-plan

> Garvin Agee Carlton, P.C.'s 401(k) plan: 10 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Garvin Agee Carlton, P.C.

- **Sponsor EIN:** 203975348

- **Sponsor Address:** 101 E GRANT AVE, PO BOX 10, PAULS VALLEY, OK, 73075

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

- **Total Participants:** 10

- **Total Assets:** $1.1M

## 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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|10|$1.1M|$8,640|$21,731|

| 2023|10|$931,431|$8,345|$63,339|

| 2022|7|$742,795|$7,638|$17,475|

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