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Original filing (PDF)20250731181043NAL0008984288001
CARR SUPPLY CO.
Form 5500
FILING_RECEIVED
CARR SUPPLY 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
Late filing · 44.5 mo32% in single holding
Active participants
222
Accounts w/ balance
139
Plan assets (EOY)
$7.3M
Net assets (EOY)
$7.3M
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 (directional)
86
/ 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
75
Concentration risk
84
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- Filed 44.5 months past the 10.5-month grace window.
- Top holding "Fidelity Freedom Index 2030 #" is 32% of plan.
- 63% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARR SUPPLY CO..
Plan sponsor
Name
CARR SUPPLY CO.
EIN
46-1858691
Address
3110 KETTERING BOULEVARD · DAYTON, OH · 45439
Phone
(937) 294-5331
Industry
Wholesale Tradesee all
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)
Auditor
BRADY, WARE & SCHOENFELD, INC.
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 | $16K | — |
Advisor / Consultant
1| 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)
Uncategorized
$7.3M
23 holdings
Mutual Funds
$3K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2030 # | — | — | — | $2.3M | 31.7% | |
| Fidelity Freedom Index 2040 # | — | — | — | $969K | 13.3% | |
| Fidelity Freedom Index 2035 # | — | — | — | $831K | 11.4% | |
| Fidelity Freedom Index 2045 # | — | — | — | $812K | 11.1% | |
| Fidelity Freedom Index 2020 # | — | — | — | $578K | 7.9% | |
| Common collective trusts Goldman Sachs Trust Company, NA Stable Value Fund Class 3 # | — | — | — | $349K | 4.8% | |
| Fidelity Freedom Index 2025 # | — | — | — | $303K | 4.1% | |
| Fidelity Freedom Index 2050 # | — | — | — | $262K | 3.6% | |
| maximum five-year term, collateralized by 50% of participants' vested account balance 4 | — | — | — | $181K | 2.5% | |
| Money market fund * Fidelity Government Money Market Fund # | — | — | — | $161K | 2.2% | |
| Fidelity Freedom Index 2015 # | — | — | — | $155K | 2.1% | |
| Fidelity Freedom Index 2055 # | — | — | — | $131K | 1.8% | |
| Fidelity Freedom Index 2060 # | — | — | — | $75K | 1.0% | |
| Fidelity US Bond # | — | — | — | $59K | 0.8% | |
| Fidelity Large Cap Growth Index # | — | — | — | $26K | 0.4% | |
| Fidelity 500 Index Fund # | — | — | — | $25K | 0.3% | |
| Fidelity Mid Cap Index # | — | — | — | $17K | 0.2% | |
| Fidelity Small Cap Index # | — | — | — | $15K | 0.2% | |
| Fidelity Global EX US Fund # | — | — | — | $14K | 0.2% | |
| Fidelity Large Cap Value Index # | — | — | — | $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 # | — | — | — | $2K | <0.1% | |
| Fidelity Asset Manager 85% # | — | — | — | $1K | <0.1% | |
| Fidelity Asset Manager 20% # | — | — | — | $1K | <0.1% |
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