Plan Snapshot
- Plan Sponsor: Carroll Independent Fuel, LLC
- Sponsor EIN: 520265090
- Sponsor Address: 18 LOVETON CIRCLE, SPARKS GLENCOE, MD, 21152
- Plan Type: 401(k)
- Total Participants: 1,122
- Total Assets: $45.4M
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 | 1,122 | $45.4M | $1.1M | $2.0M |
| 2023 | 729 | $40.0M | $987,186 | $1.9M |
| 2022 | 806 | $33.0M | $992,268 | $1.7M |
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 |
|---|---|---|---|---|
| WILMINGTON TRUST NATIONAL ASSOC | ADVISOR | $81,026 | — | $81,026 |
| CLIFTON LARSON ALLEN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTON LARSON ALLEN — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $81,026
- Estimated Expense Ratio: 0.178% 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 | $78,303 | $81,026 | — | — | — |
| 2023 | $64,776 | $68,983 | — | — | — |
| 2022 | $70,362 | — | — | — | — |