# Carter-Haston Real Estate Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/carter-haston-real-estate-services-inc-401k-plan

> Carter-Haston Real Estate Services, INC.'s 401(k) plan: 413 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Carter-Haston Real Estate Services, INC.

- **Sponsor EIN:** 621345197

- **Sponsor Address:** 1005 17TH AVENUE SOUTH,, NASHVILLE, TN, 37212

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

- **Total Participants:** 413

- **Total Assets:** $5.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|413|$5.2M|$112,667|$898,967|

| 2023|426|$3.9M|$104,708|$737,562|

| 2022|334|$2.8M|$78,296|$626,329|

## 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|

| LBMC, PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LBMC, PC](https://planprovider.pro/provider/lbmc-pc) — 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|$3,525|—|$3,525|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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