Plan Snapshot
- Plan Sponsor: Carnegie Dartlet, LLC
- Sponsor EIN: 853168237
- Sponsor Address: 210 LITTLETON ROAD, SUITE 100, WESTFORD, MA, 01886
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 280
- Total Assets: $12.8M
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. |
|---|---|---|---|---|
| 2023 | 280 | $12.8M | $784,370 | $1.6M |
| 2022 | 194 | $8.8M | $589,187 | $1.2M |
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 |
|---|---|---|---|---|
| CCR WEALTH MANAGEMENT | Investment Advisor | $35,156 | — | $35,156 |
| JULY BUSINESS SERVICES, LLC | Recordkeeper | $20,840 | — | $20,840 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JULY BUSINESS SERVICES, LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $55,996
- Estimated Expense Ratio: 0.439% 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 |
|---|---|---|---|---|---|
| 2023 | $61,845 | $35,156 | — | — | — |
| 2022 | $46,838 | $27,700 | $19,138 | — | — |