CARROLL ENTERPRISES, INC. 401(K)PLAN

Plan Contact

  • Address: 38 AUSTIN STREET,WORCESTER,MA
  • Contact person: BRAD WATTS
  • Phone: (508) 770-0215

Plan General Information

CARROLL ENTERPRISES, INC. 401(K)PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of CARROLL ENTERPRISES, INC. 401(K)PLAN is $21,071,720.00.This plan was established in 1994.

CARROLL ENTERPRISES, INC. 401(K)PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in CARROLL ENTERPRISES, INC. 401(K)PLAN is 179

CARROLL ENTERPRISES, INC. 401(K)PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for CARROLL ENTERPRISES, INC. 401(K)PLAN is $117,719.00

CARROLL ENTERPRISES, INC. 401(K)PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for CARROLL ENTERPRISES, INC. 401(K)PLAN is $4,938.00.

CARROLL ENTERPRISES, INC. 401(K)PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in CARROLL ENTERPRISES, INC. 401(K)PLAN is approximately $848.00
Investing in this additonal $848.00 for 20 years would give you extra $54,292.00, assuming a 10% annual return.

CARROLL ENTERPRISES, INC. 401(K)PLAN Total Employer Contribution and Match Rate

In 2023, CARROLL ENTERPRISES, INC. 401(K)PLAN allocates $151,850.00 to match its employees' contributions, providing an employer match rate of 15.73% of their contributions

CARROLL ENTERPRISES, INC. 401(K)PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of CARROLL ENTERPRISES, INC. 401(K)PLAN is 22.08%.

CARROLL ENTERPRISES, INC. 401(K)PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for CARROLL ENTERPRISES, INC. 401(K)PLAN is 16.41%. This measures the effectiveness of the plan participants' investments in the year.

CARROLL ENTERPRISES, INC. 401(K)PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of CARROLL ENTERPRISES, INC. 401(K)PLAN is 0.25%.

Enrollment Features

CARROLL ENTERPRISES, INC. 401(K)PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

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