# Carrier Global Corporation 401(k) Plan
Source: https://planprovider.pro/companies/carrier-global-corporation-401k-plan

> Carrier Global Corporation's 401(k) plan: 10,233 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Carrier Global Corporation

- **Sponsor EIN:** 834051582

- **Sponsor Address:** 13995 PASTEUR BLVD, PALM BEACH GARDENS, FL, 33418

- **Plan Type:** 401(k)

- **Total Participants:** 10,233

- **Total Assets:** $998.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|10,233|$998.1M|$92.0M|$112.4M|

| 2023|12,184|$791.0M|$85.7M|$111.4M|

| 2022|12,104|$527.6M|$81.5M|$104.2M|

## 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|

| GRANT THORNTON, LLP|Auditor|$27,000|—|$27,000|

### Verified Provider Profiles

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

- [GRANT THORNTON, LLP](https://planprovider.pro/provider/grant-thornton-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $27,000

- **Estimated Expense Ratio:** 0.003% 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|$1,565,194|$595,752|$70,686|$27,000|—|

| 2023|$1,496,672|$547,786|$70,398|$24,500|—|

| 2022|$1,436,373|$574,838|$619,959|—|$205,115|

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