How big is Carrefour Associates L.L.C's plan?

Carrefour Associates L.L.C's plan reported $26.4M in assets and 639 participants for 2024.

Original filing (PDF)20251015124607NAL0004578689001

Carrefour Associates L.L.C

Name: Carrefour Associates L.L.C — Carrefour Associates, Form 5500 (2024)
Creator: Carrefour Associates L.L.C
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Carrefour Associates LLC P/S 401(k) Plan

401(k) retirement plan · Carrefour Associates L.L.C's Carrefour Associates LLC P/S 401(k) Plan held $26.4M in plan assets for 639 participants in 2024, with Ascensus as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

639

Accounts w/ balance

722

Plan assets (EOY)

$26.4M

Net assets (EOY)

$26.4M

People on this filing

Laura Buxton signed Carrefour Associates L.L.C's 2024 Form 5500 as plan administrator.

Laura Buxton — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Carrefour Associates L.L.C's EIN is 73-1493074.

EIN 73-1493074

Plan number 001

Plan year 2024

ACK ID 20251015124607NAL0004578689001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carrefour Associates L.L.C from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carrefour Associates L.L.C's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARREFOUR ASSOCIATES L.L.C.

Finding similar companies…

How this plan invests

This plan

46 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

Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (16th percentile).
Bottom-decile employer contributions per participant (10th percentile).

Plan sponsor

Name

CARREFOUR ASSOCIATES L.L.C

EIN

all filings

Address

10810 EAST 45TH STREET · SUITE 300 · TULSA, OK · 74146

Phone

(918) 627-6846

Industry

Admin Support & Waste Mgmt

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASCENSUS LLC	11-3665754	—	NONE	$88K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH RETIREMENT & BENEFIT	13-5674085	—	NONE	$63K	—

Investments

46 direct securities· $26.3M(100% of reported assets)

Other securities

$11.8M

20 holdings

Mutual Funds

$10.9M

23 holdings

Common Collective Trusts

$3.2M

2 holdings

Participant loans

$404K

1 holding

					% of plan
Vanguard 500 Index Adm Vanguard 0	Common Collective Trusts	—	—	$2.3M	8.7%
T. Rowe Price Blue Chip Growth I T. Rowe Price 0	Other securities	—	—	$1.4M	5.3%
GM Loomis Sayles Bond Fund N Loomis Sayles 0	Other securities	—	—	$1.1M	4.3%
GM Western Asset Core Bond IS Legg Mason 0	Other securities	—	—	$1.1M	4.2%
American Funds Trgt Date Ret 2040 R6 American Funds 0	Mutual Funds	—	—	$1.0M	3.8%
GM MFS Research International R6 MFS 0	Mutual Funds	—	—	$1.0M	3.8%
American Funds Trgt Date Ret 2035 R6 American Funds 0	Mutual Funds	—	—	$987K	3.7%
GM Vanguard 500 Index Adm Vanguard 0	Common Collective Trusts	—	—	$911K	3.5%
GM First Eagle Global R6 First Eagle 0	Other securities	—	—	$879K	3.3%
American Funds Trgt Date Ret 2050 R6 American Funds 0	Mutual Funds	—	—	$849K	3.2%
American Funds Trgt Date Ret 2030 R6 American Funds 0	Mutual Funds	—	—	$819K	3.1%
GM T. Rowe Price Blue Chip Growth I T. Rowe Price 0	Other securities	—	—	$805K	3.1%
GM Macquarie Small Cap Core R6 Macquarie 0	Other securities	—	—	$790K	3.0%
GM JPMorgan Equity Income R6 JP Morgan 0	Other securities	—	—	$777K	2.9%
GM Vanguard Mid Cap Index Adm Vanguard 0	Mutual Funds	—	—	$765K	2.9%
GM Carillon Scout Mid Cap R6 Carillon 0	Other securities	—	—	$733K	2.8%
American Funds Trgt Date Ret 2045 R6 American Funds 0	Mutual Funds	—	—	$732K	2.8%
GM PIMCO Real Return Instl PIMCO 0	Mutual Funds	—	—	$652K	2.5%
American Funds Trgt Date Ret 2025 R6 American Funds 0	Mutual Funds	—	—	$637K	2.4%
American Funds Trgt Date Ret 2055 R6 American Funds 0	Mutual Funds	—	—	$626K	2.4%
GM PIMCO Low Duration Instl PIMCO 0	Mutual Funds	—	—	$574K	2.2%
GM Principal Real Estate Securities Inst Principal 0	Other securities	—	—	$564K	2.1%
GM Loomis Sayles Global Allocation N Loomis Sayles 0	Other securities	—	—	$559K	2.1%
BlackRock Liquidity T-Fund Premier BlackRock 0	Other securities	—	—	$530K	2.0%
BlackRock Health Sciences Opp Port Instl BlackRock 0	Other securities	—	—	$524K	2.0%
American Funds Trgt Date Ret 2020 R6 American Funds 0	Mutual Funds	—	—	$515K	2.0%
Macquarie Small Cap Core R6 Macquarie 0	Other securities	—	—	$481K	1.8%
Various Rates and Maturities Participant's Loan Account 0	Participant loans	—	—	$404K	1.5%
Vanguard Mid Cap Index Adm Vanguard 0	Mutual Funds	—	—	$387K	1.5%
Loomis Sayles Global Allocation N Loomis Sayles 0	Other securities	—	—	$360K	1.4%
PrimeCap Odyssey Stock Fund PrimeCap 0	Mutual Funds	—	—	$342K	1.3%
JPMorgan Equity Income R6 JP Morgan 0	Other securities	—	—	$333K	1.3%
Western Asset Core Bond IS Legg Mason 0	Other securities	—	—	$303K	1.1%
American Funds American Balanced R6 American Funds 0	Mutual Funds	—	—	$268K	1.0%
Carillon Scout Mid Cap R6 Carillon 0	Other securities	—	—	$231K	0.9%
MFS Research International R6 MFS 0	Mutual Funds	—	—	$225K	0.9%
Vanguard Small-Cap Index Adm Vanguard 0	Mutual Funds	—	—	$174K	0.7%
Principal Real Estate Securities Instl Principal 0	Other securities	—	—	$150K	0.6%
Loomis Sayles Bond Fund N Loomis Sayles 0	Other securities	—	—	$132K	0.5%
Vanguard Total Intl Stock Index Adm Vanguard 0	Mutual Funds	—	—	$116K	0.4%
PIMCO Low Duration Instl PIMCO 0	Mutual Funds	—	—	$56K	0.2%
First Eagle Global R6 First Eagle 0	Other securities	—	—	$54K	0.2%
American Funds Trgt Date Ret 2010 R6 American Funds 0	Mutual Funds	—	—	$51K	0.2%
American Funds Trgt Date Ret 2015 R6 American Funds 0	Mutual Funds	—	—	$40K	0.2%
American Funds Trgt Date Ret 2060 R6 American Funds 0	Mutual Funds	—	—	$21K	<0.1%
PIMCO Real Return Instl PIMCO 0	Mutual Funds	—	—	$18K	<0.1%