# The Carswell Group, INC. Dba Independent Management Service 401(k) Plan
Source: https://planprovider.pro/companies/the-carswell-group-inc-dba-independent-management-service-401k-plan

> The Carswell Group, INC. Dba Independent Management Service's 401(k) plan: 300 participants, plan year 2024 financials, providers, and benchmarks from Form 5…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Carswell Group, INC. Dba Independent Management Service

- **Sponsor EIN:** 382888423

- **Sponsor Address:** 14381 NORTH RD., FENTON, MI, 48430

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

- **Total Participants:** 300

- **Total Assets:** $7.8M

## 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|300|$7.8M|$286,429|$610,021|

| 2023|297|$7.4M|$268,015|$585,686|

| 2022|274|$6.2M|$239,189|$520,318|

## 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|

| SCHREIBER ADVISORS, P.C.|Auditor|—|—|$0|

## 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|$40,834|—|—|—|—|

| 2023|$43,592|—|—|—|—|

| 2022|$42,319|—|—|—|$42,319|

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