Plan Snapshot
- Plan Sponsor: Carnival Corporation
- Sponsor EIN: 591562976
- Sponsor Address: 3655 NW 87TH AVE, DORAL, FL, 331782418
- Plan Type: DB
- Total Participants: 84
- Total Assets: $8.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 84 | $8.2M | $320,000 | $0 |
| 2023 | 93 | $9.3M | $63,000 | $0 |
| 2022 | 102 | $10.0M | $0 | $0 |
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 |
|---|---|---|---|---|
| BERKOWITZ POLLACK BRANT | Auditor | $28,463 | — | $28,463 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BERKOWITZ POLLACK BRANT — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,463
- Estimated Expense Ratio: 0.345% 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 | $447,702 | $6,746 | — | $28,463 | — |
| 2023 | $342,632 | — | — | $24,000 | — |
| 2022 | $174,383 | — | — | — | $174,383 |