Plan Snapshot
- Plan Sponsor: Carriage Management, LLC
- Sponsor EIN: 821259090
- Sponsor Address: 2350 BROWNS BRIDGE RD, GAINESVILLE, GA, 30504
- Plan Type: 401(k)
- Total Participants: 135
- Total Assets: $1.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 135 | $1.5M | $30,155 | $311,365 |
| 2023 | 117 | $1.3M | $49,197 | $279,041 |
| 2022 | 139 | $962,821 | $63,323 | $396,065 |
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 ANNUITY INSURANCE COMPANY O | Recordkeeper | $9,430 | — | $9,430 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,430
- Estimated Expense Ratio: 0.635% 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 | $10,215 | $785 | — | — | — |
| 2023 | $8,339 | $464 | — | — | — |
| 2022 | $7,484 | — | $7,484 | — | — |