Carrington 401(K) Plan — Form 5500 plan (Carrington Holding Company, LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Carrington 401(K) Plan is a benefit plan reported by Carrington Holding Company, LLC under EIN 75-2703422 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,401 participants and $105,435,225 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Carrington Holding Company, LLC
EIN
75-2703422
Plan number
002
Plan type
2
Location
Aliso Viejo, CA
Latest filing year
2023
Participants
3,401
End-of-year plan assets
$105,435,225

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,401H, C20240918145608NAL0008078224001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$105,435,225
Total liabilities (EOY)
$0
Net assets (EOY)
$105,435,225
Net assets (BOY)
$79,136,798

Income & contributions

Employer contributions
$3,113,334
Participant contributions
$15,837,466
Total contributions
$20,892,072
Total income / additions
$37,255,081

Expenses & distributions

Benefits paid
$10,707,917
Administrative expenses
$72,875
Total expenses
$10,956,654
Net increase / (decrease)
$26,298,427

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$72,875$02023

Related Form 5500 pages