# Perotti & Carrade, Certified Public Accountants, A Professional Corpor 401(k) Plan
Source: https://planprovider.pro/companies/perotti-carrade-certified-public-accountants-a-professional-corpor-680095377-001

> Perotti & Carrade, Certified Public Accountants, A Professional Corpor's 401(k) plan: 22 participants, plan year 2024 financials, providers, and benchmarks f…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Perotti & Carrade, Certified Public Accountants, A Professional Corpor

- **Sponsor EIN:** 680095377

- **Sponsor Address:** 1 MCINNIS PARKWAY, SUITE 200, SAN RAFAEL, CA, 94903

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

- **Plan Number:** 001

- **Total Participants:** 22

- **Total Assets:** $10.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|22|$10.9M|$284,186|$362,638|

| 2023|20|$9.7M|$213,401|$318,345|

| 2022|18|$8.5M|$174,669|$260,705|

## Similar Plans

- [Armanino Advisory LLC](https://planprovider.pro/companies/armanino-llp-plan-002) — 3,471 participants

- [Bosley, INC.](https://planprovider.pro/companies/bosley-inc-401k-plan) — 1,586 participants

- [Bpm LLP](https://planprovider.pro/companies/bpm-llp-401k-plan) — 910 participants

- [Frank, Rimerman + Co. LLP](https://planprovider.pro/companies/frank-rimerman-co-llp-401k-plan) — 791 participants

- [Novogradac & Company LLP](https://planprovider.pro/companies/novogradac-company-llp-401k-plan) — 772 participants

- [Nksfb, LLC](https://planprovider.pro/companies/nksfb-llc-plan-001) — 666 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/perotti-carrade-certified-public-accountants-a-professional-corpor-680095377-001)

© 2026 PlanProvider.Pro