# Carter Express, INC. 401(k) Plan
Source: https://planprovider.pro/companies/carter-express-inc-401k-plan

> Carter Express, INC.'s 401(k) plan: 2,052 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Carter Express, INC.

- **Sponsor EIN:** 350962735

- **Sponsor Address:** 4020 WEST 73RD STREET, ANDERSON, IN, 46011

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

- **Total Participants:** 2,052

- **Total Assets:** $27.7M

## 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|2,052|$27.7M|$1.3M|$3.1M|

| 2023|1,838|$23.6M|$1.3M|$2.9M|

| 2022|1,640|$19.6M|$1.1M|$2.4M|

## 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|

| MERRILL LYNCH, PIERCE, FENNER AND S|RECORDKEEPER|$30,261|—|$30,261|

| KATZ, SAPPER, & MILLER, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [KATZ, SAPPER, & MILLER, LLP](https://planprovider.pro/provider/katz-sapper-and-miller-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $30,261

- **Estimated Expense Ratio:** 0.109% 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|$30,261|—|—|—|—|

| 2023|$32,388|—|—|—|—|

| 2022|$23,013|—|—|—|—|

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