# Carriage Funeral Holdings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/carriage-funeral-holdings-inc-401k-plan

> Carriage Funeral Holdings, INC.'s 401(k) plan: 2,312 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Carriage Funeral Holdings, INC.

- **Sponsor EIN:** 760339922

- **Sponsor Address:** 3040 POST OAK BOULEVARD SUITE 300, HOUSTON, TX, 77056

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

- **Total Participants:** 2,312

- **Total Assets:** $98.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|2,312|$98.9M|$2.5M|$7.0M|

| 2023|2,169|$90.8M|$3.1M|$6.8M|

| 2022|2,543|$78.3M|$2.7M|$6.9M|

## 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 ADVISORY GROUP, LLC|INVESTMENT MGMT|$34,132|—|$34,132|

| CAPFINANCIAL PARTNERS LLC DBA|OTHER|$28,533|—|$28,533|

| EMPOWER FINANCIAL SERVICES, INC.|NONE|$18,254|—|$18,254|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$14,432|—|$14,432|

| J P MORGAN BROKER-DEALER HOLDINGS|INVESTMENT ADVISOR|$13,750|—|$13,750|

| WARREN AVERETT|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WARREN AVERETT](https://planprovider.pro/provider/warren-averett-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $109,101

- **Estimated Expense Ratio:** 0.110% 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|$109,701|$47,882|—|—|—|

| 2023|$128,811|$62,876|—|$27,270|—|

| 2022|$170,495|$71,402|$98,324|—|$769|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/carriage-funeral-holdings-inc-401k-plan)

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