What public Form 5500 filings show about the Carriage Funeral Holdings, Inc. 401(k) plan — and how to find and check your own account.
Carriage Funeral Holdings, Inc. (EIN 76-0339922) reports CARRIAGE SERVICES 401(K) PLAN on its most recent Form 5500, with $98.9M in plan assets across 2,312 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 Carriage Funeral Holdings, Inc. 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 Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Carriage Funeral Holdings, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): J P MORGAN BROKER-DEALER HOLDINGS, EMPOWER FINANCIAL SERVICES, QDRO CONSULTANTS, EMPOWER ANNUITY INSURANCE, CAPFINANCIAL PARTNERS DBA.