# Carroll Independent Fuel, LLC 401(k) Plan
Source: https://planprovider.pro/companies/carroll-independent-fuel-llc-401k-plan

> Carroll Independent Fuel, LLC's 401(k) plan: 1,122 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/cliftonlarsonallen-llp) — 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|—|—|—|—|

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