Original filing (PDF)20250925123621NAL0009752448001

CARVER COMPANIES

Name: CARVER COMPANIES — CARVER COMPANIES PROFIT SHARING/401(K) PLAN, Form 5500 (2024)
Creator: CARVER COMPANIES

Form 5500

FILING_RECEIVED

CARVER COMPANIES PROFIT SHARING/401(K) PLAN

401(k) retirement plan

Active participants

369

Accounts w/ balance

480

Plan assets (EOY)

$41.3M

Net assets (EOY)

$41.3M

How this plan invests

This plan

27 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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

100

Total plan cost

Plan health

Vendor & structure

100

Decision-maker contacts

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

Plan sponsor

Name

CARVER COMPANIES

EIN

46-4199811

Address

P O BOX 890 · 2170 RIVER RD · COEYMANS, NY · 12045

Phone

(518) 355-6034

Industry

Constructionsee 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

2025-09-25

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORDKEEPER	$181K	—

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp
EQUITABLE NETWORK LLC	06-1555494	—	BROKER	$0	—

Accountant / Auditor

Investments

27 direct securities· $39.5M(96% of reported assets)

Other securities

$37.7M

25 holdings

Bonds / Notes

$1.6M

1 holding

Common Stock

$186K

1 holding

					% of plan
Vanguard Growth Index Fund Admiral Mutual Fund	Other securities	—	—	$4.8M	11.6%
Fidelity 500 Index Fund Mutual Fund	Other securities	—	—	$4.4M	10.7%
Vanguard Val Index Adm	Other securities	—	—	$3.8M	9.2%
Fidelity Mid Cap Index Fund Mutual Fund	Other securities	—	—	$3.0M	7.4%
Vanguard Target Retirement 2035 Mutual Fund	Other securities	—	—	$2.7M	6.5%
American Funds American Balanced Fund Class R6 Mutual Fund	Other securities	—	—	$2.2M	5.3%
Fidelity International Index Fund Mutual Fund	Other securities	—	—	$1.9M	4.6%
Vanguard Target Retirement 2045 Mutual Fund	Other securities	—	—	$1.8M	4.3%
Vanguard Small-Cap Index Fund Admiral Mutual Fund	Other securities	—	—	$1.8M	4.2%
Notes Receivable From Participants 4.25% - 9.50%	Bonds / Notes	—	—	$1.6M	3.9%
Baird Aggregate Bond Fund Class Institutional Mutual Fund	Other securities	—	—	$1.4M	3.3%
Vanguard Target Retirement 2050 Mutual Fund	Other securities	—	—	$1.2M	3.0%
Vanguard Target Retirement 2040 Mutual Fund	Other securities	—	—	$1.2M	2.9%
Vanguard Target Retirement Income Fund Mutual Fund	Other securities	—	—	$1.1M	2.7%
Vanguard Target Retirement 2060 Mutual Fund	Other securities	—	—	$1.1M	2.7%
American Funds New World Fund Class R6 Mutual Fund	Other securities	—	—	$902K	2.2%
Vanguard Target Retirement 2030 Mutual Fund	Other securities	—	—	$870K	2.1%
Dodge & Cox Global Bond Fund Class I Mutual Fund	Other securities	—	—	$826K	2.0%
Vanguard Target Retirement 2065 Mutual Fund	Other securities	—	—	$529K	1.3%
Metropolitan West High Yield Bond Fund Class Institutional Mutual Fund	Other securities	—	—	$515K	1.2%
Vanguard Target Retirement 2025 Mutual Fund	Other securities	—	—	$482K	1.2%
Vanguard Emerging Markets Stock Index Fund Admiral Mutual Fund	Other securities	—	—	$402K	1.0%
Transamerica Stable Value Core Account Stable Value Fund	Other securities	—	—	$373K	0.9%
Pimco Real Return R	Other securities	—	—	$264K	0.6%
Vanguard Real Estate Index Fund Admiral Mutual Fund	Common Stock	—	—	$186K	0.5%
Vanguard Target Retirement 2020 Mutual Fund	Other securities	—	—	$108K	0.3%
Vanguard Target Retirement 2070 Inv Mutual Fund	Other securities	—	—	$5K	<0.1%