# Carriage Healthcare Companies, INC. 401(k) Plan
Source: https://planprovider.pro/companies/carriage-healthcare-companies-inc-401k-plan

> Carriage Healthcare Companies, INC.'s 401(k) plan: 878 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$30,652|—|$30,652|

| CURI RMB|INVESTMENT ADVISORY|$6,839|—|$6,839|

| KCOE ISOM, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [KCOE ISOM, LLP](https://planprovider.pro/provider/kcoe-isom-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $37,491

- **Estimated Expense Ratio:** 0.369% 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|$30,652|—|$30,652|—|—|

| 2023|$48,155|$18,337|$29,818|—|—|

| 2022|$33,704|$6,436|$27,268|—|—|

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