Plan Snapshot
- Plan Sponsor: Carle Holding Company, INC.
- Sponsor EIN: 371188284
- Sponsor Address: 611 WEST PARK STREET, URBANA, IL, 61801
- Plan Type: 401(k)
- Total Participants: 1,869
- Total Assets: $329.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,869 | $329.6M | $2.0M | $4.4M |
| 2023 | 2,167 | $327.1M | $758,566 | $4.5M |
| 2022 | 2,218 | $289.2M | $1.1M | $4.4M |
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 |
|---|---|---|---|---|
| CHARLES SCHWAB BANK | AFFIL PLAN RECRDKEEPER | $26 | $66,203 | $66,229 |
| COZAD ASSET MANAGEMENT INC. | AFFIL PLAN RECRDKEEPER | $62,081 | — | $62,081 |
| CHOREO LLC | AFFIL PLAN RECRDKEEPER | $31,381 | — | $31,381 |
| CREATIVE PLANNING LLC | AFFIL PLAN RECRDKEEPER | $18,673 | — | $18,673 |
| RUEDI WEALTH MGMT INC. | AFFIL PLAN RECRDKEEPER | $16,327 | — | $16,327 |
| MH CPA PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHARLES SCHWAB BANK — AFFIL PLAN RECRDKEEPER
- COZAD ASSET MANAGEMENT INC. — AFFIL PLAN RECRDKEEPER
- CREATIVE PLANNING LLC — AFFIL PLAN RECRDKEEPER
- MH CPA PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $194,691
- Estimated Expense Ratio: 0.059% of plan assets
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 | $283,272 | — | — | — | — |
| 2023 | $165,021 | — | — | — | — |
| 2022 | $229,189 | — | — | — | $229,189 |