What public Form 5500 filings show about the Carle Holding Company, Inc. 401(k) plan — and how to find and check your own account.
Carle Holding Company, Inc. (EIN 37-1188284) reports CARLE PROFIT SHARING PLAN on its most recent Form 5500, with $329.6M in plan assets across 1,869 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 Carle Holding Company, Inc. filing — schedules, fees, and providers.
Carle Holding Company, Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Carle Holding Company, Inc.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CREATIVE PLANNING, RUEDI WEALTH MGMT, CHARLES SCHWAB BANK, COZAD ASSET MANAGEMENT, CHOREO.
