Carrix, Inc. 401(K) Plan For Non-Union Employees — 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. 401(K) Plan For Non-Union Employees is a benefit plan reported by Carrix, Inc. under EIN 91-1653735 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,712 participants and $255,132,606 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Carrix, Inc.
EIN
91-1653735
Plan number
003
Plan type
3
Location
Seattle, WA
Latest filing year
2023
Participants
1,712
End-of-year plan assets
$255,132,606

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,712H, C20241114174236NAL0010875875001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$255,132,606
Total liabilities (EOY)
$6,084
Net assets (EOY)
$255,126,522
Net assets (BOY)
$223,281,805

Income & contributions

Employer contributions
$5,311,912
Participant contributions
$14,613,585
Total contributions
$22,247,074
Total income / additions
$51,178,138

Expenses & distributions

Benefits paid
$19,215,614
Administrative expenses
$117,807
Total expenses
$19,333,421
Net increase / (decrease)
$31,844,717

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$93,242$02023
Kestra Advisory ServicesINVESTMENT ADVISOR$24,565not reported in the loaded dataset2023

Related Form 5500 pages