Original filing (PDF)20251015141830NAL0006393376001

CARTHAGE HOLDINGS, INC.

Name: CARTHAGE HOLDINGS, INC. — DISTEK INTEGRATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: CARTHAGE HOLDINGS, INC.

Form 5500

FILING_RECEIVED

DISTEK INTEGRATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 2

99% in single holdingNo recordkeeper disclosed

Active participants

142

Accounts w/ balance

201

Plan assets (EOY)

$21.4M

Net assets (EOY)

$19.0M

How this plan invests

This plan

2 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARTHAGE HOLDINGS, INC..

Plan sponsor

Name

CARTHAGE HOLDINGS, INC.

EIN

37-1335332

Address

6612 CHANCELLOR DRIVE · SUITE 600 · CEDAR FALLS, IA · 50613

Phone

(319) 859-3600

Industry

Custom Computer Programming· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2F · ERISA section 404(c)

2I · Stock bonus

2P · Leveraged ESOP

2Q · S-corporation ESOP

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

GRAY HUNTER STENN LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

2 direct securities· $21.2M(99% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	DISTek Integration, Inc. ESOP stock	—	—	$3.0M	$20.9M	97.8%
	Charles Schwab Money market	—	—	$306K	$306K	1.4%

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