Plan Snapshot
- Plan Sponsor: Carey International, INC.
- Sponsor EIN: 521171965
- Sponsor Address: 7445 NEW TECHNOLOGY WAY, FREDERICK, MD, 217039401
- Plan Type: 401(k)
- Total Participants: 329
- Total Assets: $25.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 329 | $25.1M | $299,904 | $1.6M |
| 2023 | 301 | $25.3M | $250,998 | $1.6M |
| 2022 | 318 | $22.5M | $333,529 | $1.3M |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY, LLP | 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 | $13,602 | $7 | — | — | — |
| 2023 | $5,267 | — | — | — | — |
| 2022 | $8,568 | — | — | — | — |