# Carroll Distributing & Construction Supply, INC. 401(k) Plan
Source: https://planprovider.pro/companies/carroll-distributing-construction-supply-inc-401k-plan

> Carroll Distributing & Construction Supply, INC.'s 401(k) plan: 342 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Carroll Distributing & Construction Supply, INC.

- **Sponsor EIN:** 421190085

- **Sponsor Address:** 2453 N. COURT ST., OTTUMWA, IA, 52501

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

- **Total Participants:** 342

- **Total Assets:** $14.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|342|$14.0M|$0|$808,917|

| 2023|292|$11.9M|$0|$725,262|

| 2022|267|$10.1M|$0|$702,138|

## 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|

| MARTENS & COMPANY, CPA, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MARTENS & COMPANY, CPA, LLP](https://planprovider.pro/provider/martens-and-company-cpa-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$83,568|—|$83,568|—|—|

| 2023|$69,432|—|$69,432|—|—|

| 2022|$64,558|—|$64,558|—|—|

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