What public Form 5500 filings show about the Carriage Healthcare Companies, Inc. 401(k) plan — and how to find and check your own account.
Carriage Healthcare Companies, Inc. (EIN 84-1593283) reports CHC 401(K) PLAN on its most recent Form 5500, with $10.1M in plan assets across 878 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 Healthcare Companies, 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Carriage Healthcare Companies, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CURI RMB, MORNINGSTAR INVESTMENT MANAGEMENT L.
