Plan Snapshot
- Plan Sponsor: Carriage House Investments Company
- Sponsor EIN: 455621774
- Sponsor Address: 875 NORTH 1000 WEST, LOGAN, UT, 84321
- Plan Type: DC
- Total Participants: 280
- Total Assets: $61.6M
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 | 280 | $61.6M | $6.1M | $0 |
| 2023 | 261 | $52.6M | $5.4M | $0 |
| 2022 | 257 | $43.0M | $5.0M | $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 |
|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | NONE | $318,109 | $265 | $318,374 |
| JONES SIMKINS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JONES SIMKINS, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $318,374
- Estimated Expense Ratio: 0.517% 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 | $318,109 | $318,109 | — | — | — |
| 2023 | $269,329 | $269,329 | — | — | — |
| 2022 | $257,283 | $257,283 | — | — | — |