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Original filing (PDF)20250902131452NAL0024474624001
MOHAWK CARPET, LLC
Form 5500
FILING_RECEIVED
MOHAWK INDUSTRIES RETIREMENT PLAN 1
401(k) retirement plan
Signals · 2
1 failed disclosure99% in single holding
Active participants
10,526
Accounts w/ balance
11,500
Plan assets (EOY)
$251.2M
Net assets (EOY)
$251.2M
How this plan invests
This plan
1 pooled trust
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
85
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- Top holding "Plan's interest in Master Trust, at fair value" is 99% of plan.
- 29 bps in Schedule C fees — 193% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOHAWK CARPET, LLC.
Plan sponsor
Name
MOHAWK CARPET, LLC
EIN
58-2185429
Address
160 S. INDUSTRIAL BLVD. · CALHOUN, GA · 30701
Phone
(706) 629-7721
Industry
Manufacturingsee 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
2025-09-02
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
WARREN AVERETT LLC
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 | $725K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WARREN AVERETT, LLC | 45-4084437 | — | ACCOUNT-AUDITOR | $11K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
2 direct securities · 1 pooled fund· $476.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$238.7M
2 holdings
Master Trust
$237.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MOHAWK IND RP1 MT AND RP2 MT MOHAWK CARPET, LLC · EIN 58-2185429 / PN 004 | Master Trust | — | — | $237.4M | 94.5% | |
| Plan's interest in Master Trust, at fair value | — | — | — | $237.4M | 94.5% | |
| Notes receivable from participants | — | — | — | $1.3M | 0.5% |