# Carey Services, INC. 403(b) Plan
Source: https://planprovider.pro/companies/carey-services-inc-403b-plan

> Carey Services, INC.'s 403(b) plan: 259 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Carey Services, INC.

- **Sponsor EIN:** 350965642

- **Sponsor Address:** 2724 SOUTH CAREY STREET, MARION, IN, 46953

- **Plan Type:** 403(b)

- **Total Participants:** 259

- **Total Assets:** $5.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|259|$5.0M|$0|$0|

| 2023|264|$4.9M|$0|$0|

## 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|

| BLUE & CO., LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BLUE & CO., LLC](https://planprovider.pro/provider/blue-and-co-llc) — 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|$24,946|—|$24,946|—|—|

| 2023|$140|—|$140|—|—|

## Similar Plans

- [Forte Residential, INC.](https://planprovider.pro/companies/forte-residential-inc-plan) — 259 participants

- [Noble INC.](https://planprovider.pro/companies/noble-inc-401k-plan) — 280 participants

- [Family Development Services INC.](https://planprovider.pro/companies/family-development-services-inc-403b-plan) — 233 participants

- [Knox County Association For Remarkable Citizens, INC](https://planprovider.pro/companies/knox-county-association-for-remarkable-citizens-inc-403b-plan) — 225 participants

- [Whites Residential Family And Services](https://planprovider.pro/companies/whites-residential-and-family-services-403b-plan) — 295 participants

- [Choices Coordinated Care Solutions, INC.](https://planprovider.pro/companies/choices-coordinated-care-solutions-inc-401k-plan) — 309 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/carey-services-inc-403b-plan)

© 2026 PlanProvider.Pro