Plan Snapshot
- Plan Sponsor: Carlin Group Holdco
- Sponsor EIN: 832787864
- Sponsor Address: 1300 N. PLUM GROVE ROAD, SCHAUMBURG, IL, 60173
- Plan Type: 401(k)
- Total Participants: 371
- Total Assets: $17.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 371 | $17.4M | $292,317 | $1.4M |
| 2023 | 331 | $14.9M | $248,341 | $1.3M |
| 2022 | 282 | $11.6M | $202,832 | $993,904 |
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 |
|---|---|---|---|---|
| PRIVATE ADVISOR GROUP LLC | Investment Advisor | $27,459 | — | $27,459 |
| ADP, INC. | Recordkeeper | $6,751 | — | $6,751 |
| THE VANGUARD GROUP, INC. | Recordkeeper | $5,666 | — | $5,666 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — Recordkeeper
- THE VANGUARD GROUP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,876
- Estimated Expense Ratio: 0.230% 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 | $39,877 | $24,479 | — | — | — |
| 2023 | $37,421 | $18,887 | $18,526 | — | — |
| 2022 | $23,999 | $10,849 | $13,149 | — | — |