# Carriage Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/carriage-management-llc-401k-plan

> Carriage Management, LLC's 401(k) plan: 135 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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