# Carriage House Investments Company DC Plan
Source: https://planprovider.pro/companies/carriage-house-investments-company-plan

> Carriage House Investments Company's DC plan: 280 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|

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