Plan Snapshot
- Plan Sponsor: Careington International Corporation
- Sponsor EIN: 752425662
- Sponsor Address: 7400 GAYLORD PARKWAY, FRISCO, TX, 75034
- Plan Type: 401(k)
- Total Participants: 623
- Total Assets: $28.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 623 | $28.7M | $469,771 | $2.7M |
| 2023 | 501 | $24.2M | $488,495 | $2.4M |
| 2022 | 457 | $18.7M | $404,370 | $2.0M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| WHITLEY PENN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WHITLEY PENN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $73,312 | $4,239 | — | — | — |
| 2023 | $83,631 | $2,973 | $300 | — | — |
| 2022 | $88,584 | $2,347 | — | — | — |