# Carnival Corporation 401(k) Plan
Source: https://planprovider.pro/companies/carnival-corporation-401k-plan

> Carnival Corporation's 401(k) plan: 3,725 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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