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Original filing (PDF)20250929102447NAL0015048531001
SAM CARBIS SOLUTIONS GROUP, LLC
Form 5500
FILING_RECEIVED
SAM CARBIS SOLUTIONS GROUP, LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed7 service providers
Active participants
145
Accounts w/ balance
140
Plan assets (EOY)
$9.6M
Net assets (EOY)
$9.6M
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)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (12 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAM CARBIS SOLUTIONS GROUP, LLC.
Plan sponsor
Name
SAM CARBIS SOLUTIONS GROUP, LLC
EIN
46-3778984
Address
PO BOX 5329 · FLORENCE, SC · 295025329
Phone
(843) 656-1311
Industry
Wholesale Tradesee 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
2025-09-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
WEBSTERROGERS,LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE | 52-1309931 | — | NONE | $11K | — |
| DIMENSIONAL FUNDS | 95-4470812 | — | NONE | $0 | — |
| AMERICAN FUNDS | 95-1411037 | — | NONE | $0 | — |
| VANGUARD FUNDS | 23-1945930 | — | NONE | $0 | — |
| JPMORGAN FUNDS | 13-2624428 | — | NONE | $0 | — |
| HARTFORD FUNDS | 13-3317783 | — | NONE | $0 | — |
| NEUBERGER BERMAN | 13-5521910 | — | NONE | $0 | — |
Investments
24 direct securities· $9.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2030 I Class Registered Investment Company N/A | — | — | — | $2.0M | 21.0% | |
| T. Rowe Price Retirement 2025 I Class Registered Investment Company N/A | — | — | — | $1.8M | 18.4% | |
| T. Rowe Price Retirement 2035 I Class Registered Investment Company N/A | — | — | — | $1.7M | 17.5% | |
| T. Rowe Price Retirement 2040 I Class Registered Investment Company N/A | — | — | — | $1.3M | 13.2% | |
| T. Rowe Price Retirement 2050 I Class Registered Investment Company N/A | — | — | — | $452K | 4.7% | |
| Vanguard 500 Index Fund-Admiral Registered Investment Company N/A | — | — | — | $424K | 4.4% | |
| T. Rowe Price Retirement 2045 I Class Registered Investment Company N/A | — | — | — | $405K | 4.2% | |
| T. Rowe Price Retirement 2055 I Class Registered Investment Company N/A | — | — | — | $334K | 3.5% | |
| T. Rowe Price Government Money Interest Bearing Cash N/A 652 * T. Rowe Price Retirement 2015 I Class Registered Investment Company N/A | — | — | — | $281K | 2.9% | |
| Participant loans Interest rates 4.25%-9.50% - | — | — | — | $268K | 2.8% | |
| DFA US Core Equity 1 I Registered Investment Company N/A | — | — | — | $192K | 2.0% | |
| JPMorgan Large Cap Value Fund R6 Registered Investment Company N/A | — | — | — | $93K | 1.0% | |
| Vanguard Mid Cap Index-Admiral Registered Investment Company N/A | — | — | — | $78K | 0.8% | |
| DFA US Micro Cap I Registered Investment Company N/A | — | — | — | $76K | 0.8% | |
| Vanguard Wellington Admiral Registered Investment Company N/A | — | — | — | $58K | 0.6% | |
| DFA International Core Equity I Registered Investment Company N/A | — | — | — | $46K | 0.5% | |
| T. Rowe Price Retirement 2060 I Class Registered Investment Company N/A | — | — | — | $46K | 0.5% | |
| DFA Intl Small Company I Registered Investment Company N/A | — | — | — | $39K | 0.4% | |
| Vanguard REIT Index Adm Registered Investment Company N/A | — | — | — | $30K | 0.3% | |
| T. Rowe Price Retirement 2065 I Class Registered Investment Company N/A | — | — | — | $18K | 0.2% | |
| DFA Inflation-Protected Securities I Registered Investment Company N/A | — | — | — | $17K | 0.2% | |
| T. Rowe Price Retirement 2020 I Class Registered Investment Company N/A | — | — | — | $15K | 0.2% | |
| American Funds New World R6 Registered Investment Company N/A | — | — | — | $3K | <0.1% | |
| Vanguard Small Cap Index Admiral Registered Investment Company N/A | — | — | — | $2K | <0.1% |
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