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

> Carter-Jones Companies, INC.'s 401(k) plan: 3,953 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Carter-Jones Companies, INC.

- **Sponsor EIN:** 341128274

- **Sponsor Address:** 601 TALLMADGE ROAD, KENT, OH, 442407331

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

- **Total Participants:** 3,953

- **Total Assets:** $167.4M

## 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|3,953|$167.4M|$2.9M|$15.2M|

| 2023|3,731|$142.6M|$2.7M|$14.1M|

| 2022|3,570|$116.4M|$2.5M|$13.0M|

## 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|

| USI CONSULTING GROUP|NONE|$82,477|—|$82,477|

| CHARLES SCHWAB|TRUSTEE|$65,839|—|$65,839|

| BDO USA, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CHARLES SCHWAB](https://planprovider.pro/provider/charles-schwab-and-co-inc) — TRUSTEE

- [BDO USA, P.C.](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $148,316

- **Estimated Expense Ratio:** 0.089% 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|$148,316|—|—|—|—|

| 2023|$107,419|—|$65,129|—|—|

| 2022|$156,930|$41,681|$115,249|—|—|

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