Plan Snapshot
- Plan Sponsor: R.F. Carlson Company
- Sponsor EIN: 592380216
- Sponsor Address: 6551 PALMER PARK CIR, SARASOTA, FL, 342832777
- Plan Type: DC
- Total Participants: 18
- Total Assets: $1.1M
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 | 18 | $1.1M | $0 | $0 |
| 2023 | 18 | $879,544 | $0 | $0 |
| 2022 | 18 | $838,164 | $66,317 | $0 |