How big is CARR Supply Co.'s plan?

CARR Supply Co.'s plan reported $7.3M in assets and 222 participants for 2024.

Original filing (PDF)20250731181043NAL0008984288001

CARR Supply Co.

Name: CARR Supply Co. — CARR Supply 401(k) Profit Sharing, Form 5500 (2024)
Creator: CARR Supply Co.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

CARR Supply 401(k) Profit Sharing Plan

401(k) retirement plan · CARR Supply Co.'s CARR Supply 401(k) Profit Sharing Plan held $7.3M in plan assets for 222 participants in 2024, with Fidelity as recordkeeper.

Signals · 4

Late filing · 44.5 moLate participant contributionsNon-clean audit opinion32% in single holding

Active participants

222

Accounts w/ balance

139

Plan assets (EOY)

$7.3M

Net assets (EOY)

$7.3M

Plan identifiers

CARR Supply Co.'s EIN is 46-1858691.

EIN 46-1858691

Plan number 001

Plan year 2024

ACK ID 20250731181043NAL0008984288001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CARR Supply Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CARR Supply Co.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARR SUPPLY CO..

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How this plan invests

This plan

24 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Filed 44.5 months past the 10.5-month grace window.
Delinquent participant contributions reported (Schedule H 4a) — 354K (52% of contributions).
Auditor issued a qualified / adverse / disclaimer opinion.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (18th percentile).

Plan sponsor

Name

CARR SUPPLY CO.

EIN

all filings

Address

3110 KETTERING BOULEVARD · DAYTON, OH · 45439

Phone

(937) 294-5331

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2020-01-01

Tax period

2020-12-31

Filed

2025-07-31

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$16K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN FINANCIAL ADVISORS CORP.	35-1151034	—	ADVISOR	$23K	—

Investments

24 direct securities· $7.3M(100% of reported assets)

Mutual Funds

$6.7M

20 holdings

Stable Value

$351K

2 holdings

Other securities

$181K

1 holding

Common Collective Trusts

$25K

1 holding

					% of plan
Fidelity Freedom Index 2030 #	Mutual Funds	—	—	$2.3M	31.7%
Fidelity Freedom Index 2040 #	Mutual Funds	—	—	$969K	13.3%
Fidelity Freedom Index 2035 #	Mutual Funds	—	—	$831K	11.4%
Fidelity Freedom Index 2045 #	Mutual Funds	—	—	$812K	11.1%
Fidelity Freedom Index 2020 #	Mutual Funds	—	—	$578K	7.9%
Common collective trusts Goldman Sachs Trust Company, NA Stable Value Fund Class 3 #	Stable Value	—	—	$349K	4.8%
Fidelity Freedom Index 2025 #	Mutual Funds	—	—	$303K	4.1%
Fidelity Freedom Index 2050 #	Mutual Funds	—	—	$262K	3.6%
maximum five-year term, collateralized by 50% of participants' vested account balance 4	Other securities	—	—	$181K	2.5%
Money market fund * Fidelity Government Money Market Fund #	Mutual Funds	—	—	$161K	2.2%
Fidelity Freedom Index 2015 #	Mutual Funds	—	—	$155K	2.1%
Fidelity Freedom Index 2055 #	Mutual Funds	—	—	$131K	1.8%
Fidelity Freedom Index 2060 #	Mutual Funds	—	—	$75K	1.0%
Fidelity US Bond #	Mutual Funds	—	—	$59K	0.8%
Fidelity Large Cap Growth Index #	Mutual Funds	—	—	$26K	0.4%
Fidelity 500 Index Fund #	Common Collective Trusts	—	—	$25K	0.3%
Fidelity Mid Cap Index #	Mutual Funds	—	—	$17K	0.2%
Fidelity Small Cap Index #	Mutual Funds	—	—	$15K	0.2%
Fidelity Global EX US Fund #	Mutual Funds	—	—	$14K	0.2%
Fidelity Large Cap Value Index #	Mutual Funds	—	—	$7K	<0.1%
PGIM Total Return Bond #	Mutual Funds	—	—	$3K	<0.1%
Fully benefit-responsive investment contract at contract value Lincoln National Life Insurance Company Stable Value Fund #	Stable Value	—	—	$2K	<0.1%
Fidelity Asset Manager 85% #	Mutual Funds	—	—	$1K	<0.1%
Fidelity Asset Manager 20% #	Mutual Funds	—	—	$1K	<0.1%