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Original filing (PDF)20251010095830NAL0007907857001
CARABETTA MANAGEMENT COMPANY
Form 5500
FILING_RECEIVED
CARABETTA GROUP 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
408
Accounts w/ balance
522
Plan assets (EOY)
$21.0M
Net assets (EOY)
$21.0M
How this plan invests
This plan
2 pooled trusts
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARABETTA MANAGEMENT COMPANY.
Plan sponsor
Name
CARABETTA MANAGEMENT COMPANY
EIN
06-1098566
Address
200 PRATT ST · MERIDEN, CT · 06450
Phone
(203) 237-7400
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $12K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILMINGTON TRUST NATIONAL ASSOC | 16-1486454 | — | ADVISOR | $45K | — |
Investments
33 direct securities · 2 pooled funds· $21.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$17.6M
33 holdings
Common Collective Trust
$3.4M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $3.4M | 16.3% | |
| Fidelity Advisor FREEDOM 2025 I Mutual fund | — | — | — | $2.8M | 13.4% | |
| Fidelity Advisor FREEDOM 2035 I Mutual fund | — | — | — | $2.5M | 11.8% | |
| Fidelity Advisor FREEDOM 2030 I Mutual fund | — | — | — | $2.2M | 10.4% | |
| JPM LG CAP GROWTH R6 Mutual fund | — | — | — | $1.5M | 7.3% | |
| Fidelity Advisor FREEDOM 2020 I Mutual fund | — | — | — | $1000K | 4.8% | |
| Fidelity Advisor FREEDOM 2045 I Mutual fund | — | — | — | $948K | 4.5% | |
| Fidelity Advisor FREEDOM INCOME K6 Mutual fund | — | — | — | $855K | 4.1% | |
| Fidelity Advisor FREEDOM 2040 I Mutual fund | — | — | — | $823K | 3.9% | |
| Fidelity Advisor FREEDOM 2055 I Mutual fund | — | — | — | $685K | 3.3% | |
| PIF EQUITY INC INST Mutual fund | — | — | — | $652K | 3.1% | |
| Fidelity 500 INDEX Mutual fund | — | — | — | $636K | 3.0% | |
| maturing at various dates, secured by participant account balance | — | — | — | $599K | 2.9% | |
| Fidelity Advisor FREEDOM 2050 I Mutual fund | — | — | — | $545K | 2.6% | |
| Fidelity Advisor FREEDOM 2060 I Mutual fund | — | — | — | $375K | 1.8% | |
| Fidelity Advisor FREEDOM 2010 I Mutual fund | — | — | — | $220K | 1.0% | |
| Fidelity Advisor STRAT INCOME I Mutual fund | — | — | — | $212K | 1.0% | |
| PIF SMCP GRTH I R6 Mutual fund | — | — | — | $204K | 1.0% | |
| Fidelity Advisor FREEDOM 2015 I Mutual fund | — | — | — | $191K | 0.9% | |
| MFS INTL DIVRSN R6 Mutual fund | — | — | — | $141K | 0.7% | |
| C&S INST REALLY SHS Mutual fund | — | — | — | $122K | 0.6% | |
| JPM MID CAP GRTH R6 Mutual fund | — | — | — | $99K | 0.5% | |
| Fidelity MID CAP IDX Mutual fund | — | — | — | $60K | 0.3% | |
| FA FREEDOM 2065 K6 Mutual fund | — | — | — | $48K | 0.2% | |
| Blackrock Emerging MKT I Mutual fund | — | — | — | $34K | 0.2% | |
| AF BOND FD AMER R6 Mutual fund | — | — | — | $28K | 0.1% | |
| MFS MID CAP VALUE R6 Mutual fund | — | — | — | $15K | <0.1% | |
| Fidelity SM CAP IDX Mutual fund | — | — | — | $14K | <0.1% | |
| AS SPL SM CAP VAL R6 Mutual fund | — | — | — | $14K | <0.1% | |
| PIM REAL RETURN INST Mutual fund | — | — | — | $13K | <0.1% | |
| Fidelity Advisor Intl Cap APP Z Mutual fund | — | — | — | $8K | <0.1% | |
| Fidelity Government MMKT K6 Mutual fund | — | — | — | $7K | <0.1% | |
| AF NEW PERSPECT R6 Mutual fund | — | — | — | $1K | <0.1% | |
| Galliard Stable Return M Common/collective trust | — | — | — | $1K | <0.1% | |
| GALLIARD STBLE RTN M WELLS FARGO BANK, N.A. · EIN 94-6751924 / PN 001 | Common Collective Trust | — | — | $1K | <0.1% |