# Carroll Management Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/carroll-management-group-llc-401k-plan

> Carroll Management Group, LLC's 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Carroll Management Group, LLC

- **Sponsor EIN:** 453091259

- **Sponsor Address:** 3340 PEACHTREE ROAD NE, ATLANTA, GA, 30326

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

- **Total Participants:** 0

- **Total Assets:** $0

## 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|0|$0|$259,694|$498,335|

| 2023|524|$8.7M|$656,063|$1.3M|

| 2022|714|$6.8M|$563,996|$1.2M|

## 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|

| THE VANGUARD GROUP, INC.|NONE|$35,330|—|$35,330|

| ACG WEALTH|NONE|$24,000|—|$24,000|

| HIGHLANDS ACCOUNTING GROUP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $59,330

### 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|$17,256|$9,707|$7,549|—|—|

| 2023|$29,665|$12,000|$17,665|—|—|

| 2022|$39,662|$12,000|$27,662|—|—|

## Similar Plans

- [Legacy Property Group, LLC](https://planprovider.pro/companies/legacy-property-group-llc-401k-plan) — 534 participants

- [Everest Campus Services Company, LLC](https://planprovider.pro/companies/everest-campus-services-company-llc-401k-plan) — 536 participants

- [Pegasus Residential, LLC](https://planprovider.pro/companies/pegasus-residential-llc-401k-plan) — 545 participants

- [Wood Residential Services, LLC](https://planprovider.pro/companies/wood-residential-services-llc-401k-plan) — 440 participants

- [The Hallmark Companies, INC.](https://planprovider.pro/companies/the-hallmark-companies-inc-401k-plan) — 353 participants

- [Daniel Rp Management, LLC](https://planprovider.pro/companies/daniel-rp-management-llc-401k-plan) — 888 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/carroll-management-group-llc-401k-plan)

© 2026 PlanProvider.Pro