# Carel Usa, LLC 401(k) Plan
Source: https://planprovider.pro/companies/carel-usa-llc-plan

> Carel Usa, LLC's 401(k) plan: 156 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Carel Usa, LLC

- **Sponsor EIN:** 232786822

- **Sponsor Address:** 385 S OAK STREET, MANHEIM, PA, 17545

- **Plan Type:** 401(k)

- **Total Participants:** 156

- **Total Assets:** $8.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|156|$8.8M|$474,405|$874,171|

| 2023|142|$6.8M|$428,363|$687,954|

| 2022|124|$4.9M|$339,150|$561,296|

## 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|

| BOYER & RITTER, LLC|Auditor|—|—|$0|

## 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|$4,550|—|$4,050|—|—|

| 2023|$1,775|—|—|—|—|

| 2022|—|—|—|—|—|

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