# Carlin Group Holdco 401(k) Plan
Source: https://planprovider.pro/companies/carlin-group-holdco-401k-plan

> Carlin Group Holdco's 401(k) plan: 371 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| VRAKAS S.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [VRAKAS S.C.](https://planprovider.pro/provider/vrakas-cpas-advisors) — Auditor

## 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|$39,877|$24,479|—|—|—|

| 2023|$37,421|$18,887|$18,526|—|—|

| 2022|$23,999|$10,849|$13,149|—|—|

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