# Carley Foundry, INC 401(k) Plan
Source: https://planprovider.pro/companies/carley-foundry-inc-401k-plan

> Carley Foundry, INC's 401(k) plan: 205 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Carley Foundry, INC

- **Sponsor EIN:** 410914106

- **Sponsor Address:** 8301 CORAL SEA STREET, NE, MINNEAPOLIS, MN, 55449

- **Plan Type:** 401(k)

- **Total Participants:** 205

- **Total Assets:** $19.9M

## 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|205|$19.9M|$163,875|$841,168|

| 2023|177|$17.4M|$97,341|$747,489|

| 2022|176|$14.7M|$102,377|$746,205|

## 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|

| SMITH SCHAFER|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|$66,424|$704|—|—|—|

| 2023|$45,726|$22,588|—|—|—|

| 2022|$54,220|—|$54,220|—|—|

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