# Carrix, INC. 401(k) Plan
Source: https://planprovider.pro/companies/carrix-inc-911653735-501

> Carrix, INC.&#39;s 401(k) plan: 1,475 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Carrix, INC.

- **Sponsor EIN:** 911653735

- **Sponsor Address:** 1131 SW KLICKITAT WAY, SEATTLE, WA, 981341108

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

- **Plan Number:** 501

- **Total Participants:** 1,475

- **Total Assets:** $15.9M

## 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|1,475|$15.9M|$31.4M|$927,087|

| 2023|1,382|$14.4M|$29.2M|$763,270|

| 2022|1,318|$12.3M|$26.1M|$691,023|

## 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|

| PREMERA BLUE CROSS|Recordkeeper|$1,013,713|—|$1,013,713|

| VISION SERVICE PLAN|Other Service Provider|$435,131|—|$435,131|

| EXPRESS SCRIPTS|Other Service Provider|$123,574|—|$123,574|

| DELTA DENTAL|Other Service Provider|$122,477|—|$122,477|

| MERCER HEALTH & BENEFITS|Other Service Provider|$114,715|—|$114,715|

| EMPATHIA|Other Service Provider|$31,268|—|$31,268|

| VWC, P.S.|Auditor|$20,500|—|$20,500|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,861,378

- **Estimated Expense Ratio:** 11.684% 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|$1,873,044|—|$1,873,044|—|—|

| 2023|$1,112,791|—|$1,112,791|—|—|

| 2022|$1,122,559|—|—|—|$1,122,559|

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