# The Carlyle Group Employee Co., L.L.C. 401(k) Plan
Source: https://planprovider.pro/companies/the-carlyle-group-employee-co-l-l-c-401k-plan

> The Carlyle Group Employee Co., L.L.C.'s 401(k) plan: 1,521 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Carlyle Group Employee Co., L.L.C.

- **Sponsor EIN:** 521887096

- **Sponsor Address:** 1001 PENNSYLVANIA AVENUE NW, WASHINGTON, DC, 20004

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

- **Total Participants:** 1,521

- **Total Assets:** $471.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|1,521|$471.0M|$7.7M|$24.5M|

| 2023|1,476|$399.6M|$7.4M|$23.6M|

| 2022|1,437|$322.2M|$5.9M|$19.8M|

## 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|

| T ROWE PRICE RPS INC|NONE|$165,782|—|$165,782|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $165,782

- **Estimated Expense Ratio:** 0.035% 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|$165,367|—|—|—|—|

| 2023|$135,843|—|—|—|—|

| 2022|$119,643|—|—|—|—|

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