# Carver Companies 401(k) Plan
Source: https://planprovider.pro/companies/carver-companies-401k-plan

> Carver Companies's 401(k) plan: 369 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Carver Companies

- **Sponsor EIN:** 464199811

- **Sponsor Address:** P O BOX 890, COEYMANS, NY, 12045

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

- **Total Participants:** 369

- **Total Assets:** $41.3M

## 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|369|$41.3M|$2.9M|$3.3M|

| 2023|508|$34.5M|$2.7M|$2.9M|

| 2022|528|$26.5M|$2.5M|$2.5M|

## 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|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORDKEEPER|$180,782|—|$180,782|

| EQUITABLE NETWORK LLC|BROKER|—|$72,843|$72,843|

| TEAL, BECKER AND CHIARAMONTE PC|AUDITOR|$11,000|—|$11,000|

### Verified Provider Profiles

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

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [EQUITABLE NETWORK LLC](https://planprovider.pro/provider/equitable) — BROKER

- [TEAL, BECKER AND CHIARAMONTE PC](https://planprovider.pro/provider/teal-becker-and-chiaramonte-cpas-pc) — AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $264,625

- **Estimated Expense Ratio:** 0.641% 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|$191,782|—|—|$11,000|—|

| 2023|$150,172|—|—|$10,500|—|

| 2022|$110,742|—|—|—|$10,500|

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

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