Plan Snapshot
- Plan Sponsor: Carley Corporation
- Sponsor EIN: 593067791
- Sponsor Address: 12802 SCIENCE DRIVE, SUITE 300, ORLANDO, FL, 32826
- Plan Type: 401(k)
- Total Participants: 141
- Total Assets: $13.5M
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 | 141 | $13.5M | $380,465 | $1.1M |
| 2023 | 185 | $12.1M | $367,155 | $1.1M |
| 2022 | 185 | $9.8M | $256,555 | $936,452 |
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 |
|---|---|---|---|---|
| VANGUARD GROUP, INC. | Recordkeeper | $21,529 | — | $21,529 |
| RESOURCES INVESTMENT ADVISORS | Investment Advisor | $20,000 | — | $20,000 |
| ONE DIGITAL INVESTMENT ADVISORS | Investment Advisor | $8,274 | — | $8,274 |
| ECONOMIC GROUP PENSION SERVICES | Other Service Provider | $8,085 | — | $8,085 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RESOURCES INVESTMENT ADVISORS — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $57,888
- Estimated Expense Ratio: 0.429% 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 | $46,048 | — | — | — | — |
| 2023 | $40,458 | — | $14,390 | — | — |
| 2022 | $45,733 | — | $45,733 | — | — |