# Carmel Partners Management LLC 401(k) Plan
Source: https://planprovider.pro/companies/carmel-partners-management-llc-401k-plan

> Carmel Partners Management LLC's 401(k) plan: 307 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Carmel Partners Management LLC

- **Sponsor EIN:** 853272514

- **Sponsor Address:** 1000 SANSOME STREET 1ST FLOOR, SAN FRANCISCO, CA, 94111

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

- **Total Participants:** 307

- **Total Assets:** $49.1M

## 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|307|$49.1M|$2.0M|$4.2M|

| 2023|339|$41.4M|$1.4M|$3.9M|

| 2022|308|$33.3M|$1.1M|$3.0M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$55,429|—|$55,429|

| PENSION ASSURANCE LLP|AUDITOR|$22,000|—|$22,000|

| CONCURRENT INVESTMENT ADVISORS LLC|INVESTMENT ADVISOR|$19,070|—|$19,070|

### Verified Provider Profiles

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

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/pension-assurance-llp) — AUDITOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $96,499

- **Estimated Expense Ratio:** 0.196% 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|$96,499|$19,070|—|$22,000|—|

| 2023|$93,529|$26,650|—|$26,500|—|

| 2022|$143,892|$117,197|$12,445|—|$14,250|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/carmel-partners-management-llc-401k-plan)

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