Plan5500

Carrix, Inc. Retirement Plan — Form 5500 plan (Carrix, Inc.)

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, Carrix, Inc. Retirement Plan is a benefit plan reported by Carrix, Inc. under EIN 91-1653735 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,843 participants and $327,594,514 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Carrix, Inc.
EIN
91-1653735
Plan number
002
Plan type
3
Location
Seattle, WA
Latest filing year
2023
Participants
1,843
End-of-year plan assets
$327,594,514

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,843H, C20241114174714NAL0028477088001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$327,594,514
Total liabilities (EOY)
$18,963
Net assets (EOY)
$327,575,551
Net assets (BOY)
$303,087,153

Income & contributions

Employer contributions
$12,626,682
Participant contributions
$0
Total contributions
$12,626,682
Total income / additions
$41,746,052

Expenses & distributions

Benefits paid
$17,093,254
Administrative expenses
$164,400
Total expenses
$17,257,654
Net increase / (decrease)
$24,488,398

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$90,414$02023
Kestra Advisory ServicesINVESTMENT ADVISOR$73,986not reported in the loaded dataset2023

Related Form 5500 pages