Plan Snapshot
- Plan Sponsor: Whitney Carleton Co., INC. T/A Carleton Insurance
- Sponsor EIN: 221811276
- Sponsor Address: PO BOX 3420, CHERRY HILL, NJ, 08034
- Plan Type: 401(k)
- Total Participants: 13
- Total Assets: $3.7M
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 | 13 | $3.7M | $0 | $76,827 |
| 2023 | 13 | $4.3M | $0 | $73,706 |
| 2022 | 12 | $3.6M | $0 | $83,731 |