Caret Holdings, Inc. 401(k) Plan
What public Form 5500 filings show about the Caret Holdings, Inc. 401(k) plan — and how to find and check your own account.
The Caret Holdings, Inc. 401(k) on its latest Form 5500
Caret Holdings, Inc. (EIN 47-3049829) reports ROOT RETIREMENT PLAN on its most recent Form 5500, with $56.9M in plan assets across 1,042 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Caret Holdings, Inc. filing — schedules, fees, and providers.
Who runs the Caret Holdings, Inc. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Caret Holdings, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STRATEGIC ADVISORS, GLOBAL RETIREMENT PARTNERS.
How to check your Caret Holdings, Inc. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask Caret Holdings, Inc. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).