# Carle Holding Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/carle-holding-company-inc-401k-plan

> Carle Holding Company, INC.'s 401(k) plan: 1,869 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — AFFIL PLAN RECRDKEEPER

- [COZAD ASSET MANAGEMENT INC.](https://planprovider.pro/provider/cozad-asset-management-inc) — AFFIL PLAN RECRDKEEPER

- [CREATIVE PLANNING LLC](https://planprovider.pro/provider/creative-planning) — AFFIL PLAN RECRDKEEPER

- [MH CPA PLLC](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/carle-holding-company-inc-401k-plan)

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