Plan Snapshot
- Plan Sponsor: Carnival Corporation
- Sponsor EIN: 591562976
- Sponsor Address: 3655 NW 87TH AVE, DORAL, FL, 331782418
- Plan Type: 401(k)
- Total Participants: 3,725
- Total Assets: $500.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,725 | $500.6M | $16.2M | $25.3M |
| 2023 | 3,566 | $421.3M | $14.4M | $21.5M |
| 2022 | 3,031 | $347.4M | $14.6M | $18.4M |
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 |
|---|---|---|---|---|
| BANK OF AMERICA MERRILL LYNCH | ADMINISTRATION | $349,981 | — | $349,981 |
| BERKOWITZ POLLACK BRANT | AUDIT | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BERKOWITZ POLLACK BRANT — AUDIT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $349,981
- Estimated Expense Ratio: 0.070% 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 | $349,981 | — | — | $349,981 | — |
| 2023 | $318,414 | — | — | — | — |
| 2022 | $339,861 | — | — | — | $339,861 |