What public Form 5500 filings show about the Carlin Group Holdco 401(k) plan — and how to find and check your own account.
Carlin Group Holdco (EIN 83-2787864) reports CA CARLIN 401(K) PLAN on its most recent Form 5500, with $17.4M in plan assets across 371 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 Carlin Group Holdco filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is ADP, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Carlin Group Holdco 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): VANGUARD GROUP, PRIVATE ADVISOR GROUP, ASCENSUS, ADP BROKER-DEALER.
