# Whitney Carleton Co., INC. T/A Carleton Insurance 401(k) Plan
Source: https://planprovider.pro/companies/whitney-carleton-co-inc-t-a-carleton-insurance-401k-plan

> Whitney Carleton Co., INC. T/A Carleton Insurance's 401(k) plan: 13 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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