Plan Snapshot
- Plan Sponsor: Paulette Carter Design, INC.
- Sponsor EIN: 931309134
- Sponsor Address: 1314 NW IRVING ST, PORTLAND, OR, 97209
- Plan Type: 401(k)
- Total Participants: 10
- Total Assets: $5.9M
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 | 10 | $5.9M | $97,125 | $147,542 |
| 2023 | 9 | $4.9M | $82,694 | $149,436 |
| 2022 | 8 | $4.0M | $82,144 | $135,861 |