Plan Snapshot
- Plan Sponsor: Carriage Healthcare Companies, INC.
- Sponsor EIN: 841593283
- Sponsor Address: 13185 W GREEN MOUNTAIN DRIVE, LAKEWOOD, CO, 80228
- Plan Type: 401(k)
- Total Participants: 878
- Total Assets: $10.1M
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. |
|---|---|---|---|---|
| 2024 | 878 | $10.1M | $158,656 | $1.1M |
| 2023 | 951 | $9.1M | $137,576 | $908,732 |
| 2022 | 842 | $7.7M | $120,874 | $812,211 |
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 |
|---|---|---|---|---|
| KCOE ISOM, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KCOE ISOM, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $30,652 | — | $30,652 | — | — |
| 2023 | $48,155 | $18,337 | $29,818 | — | — |
| 2022 | $33,704 | $6,436 | $27,268 | — | — |