How big is Careington International Corporation's plan?

Careington International Corporation's plan reported $28.7M in assets and 623 participants for 2024.

Original filing (PDF)20251015094942NAL0002102243001

Careington International Corporation

Name: Careington International Corporation — Careington, Form 5500 (2024)
Creator: Careington International Corporation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Careington 401(k) Plan

401(k) retirement plan · Careington International Corporation's Careington 401(k) Plan held $28.7M in plan assets for 623 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Self-directed brokerage offered

Active participants

623

Accounts w/ balance

622

Plan assets (EOY)

$28.7M

Net assets (EOY)

$28.7M

People on this filing

Jolene Hersch signed Careington International Corporation's 2024 Form 5500 as plan administrator.

Jolene Hersch — 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

Careington International Corporation's EIN is 75-2425662.

EIN 75-2425662

Plan number 001

Plan year 2024

ACK ID 20251015094942NAL0002102243001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Careington International Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Careington International Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

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

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How this plan invests

This plan

26 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

Plan sponsor

Name

CAREINGTON INTERNATIONAL CORPORATION

EIN

all filings

Address

7400 GAYLORD PARKWAY · FRISCO, TX · 75034

Phone

(972) 335-6970

Industry

Finance & Insurance

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

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)

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

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$70K	—

Investments

26 direct securities· $28.7M(100% of reported assets)

Mutual Funds

$15.7M

19 holdings

Other securities

$6.3M

4 holdings

Common Collective Trusts

$5.9M

1 holding

Bonds / Notes

$654K

1 holding

Self-Directed Brokerage

$109K

1 holding

					% of plan
Fidelity 500 Index Mutual fund	Common Collective Trusts	—	—	$5.9M	20.6%
JPMorgan Large Cap Growth Fund Class R6 Mutual fund	Other securities	—	—	$3.6M	12.6%
American Funds 2040 Target Date Retirement Fund Mutual fund	Mutual Funds	—	—	$3.1M	10.9%
American Funds 2050 Target Date Retirement Fund Mutual fund	Mutual Funds	—	—	$2.1M	7.1%
American Funds 2045 Target Date Retirement Fund Mutual fund	Mutual Funds	—	—	$1.7M	5.9%
JPMorgan Large Cap Value Fund Class R6 Mutual fund	Other securities	—	—	$1.3M	4.6%
American Funds 2035 Target Date Retirement Fund Mutual fund	Mutual Funds	—	—	$1.3M	4.5%
Artisan International Value Investor Mutual fund	Other securities	—	—	$1.2M	4.1%
American Funds 2030 Target Date Retirement Fund Mutual fund	Mutual Funds	—	—	$980K	3.4%
Janus Henderson Enterprise Fund Class N Mutual fund	Mutual Funds	—	—	$819K	2.9%
Fidelity US Bond Index Mutual fund	Mutual Funds	—	—	$819K	2.9%
American Funds 2025 Target Date Retirement Fund Mutual fund	Mutual Funds	—	—	$786K	2.7%
American Funds 2060 Target Date Retirement Fund Mutual fund	Mutual Funds	—	—	$686K	2.4%
9.50% with various due dates	Bonds / Notes	—	—	$654K	2.3%
Vanguard Small Cap Growth Index Admiral Mutual fund	Mutual Funds	—	—	$583K	2.0%
American Funds 2055 Target Date Retirement Fund Mutual fund	Mutual Funds	—	—	$577K	2.0%
Fidelity Government Money Market Fund Money market fund	Mutual Funds	—	—	$575K	2.0%
Fidelity Mid-Cap Index Mutual fund	Mutual Funds	—	—	$395K	1.4%
Fidelity Small Cap Index Mutual fund	Mutual Funds	—	—	$316K	1.1%
Fidelity Total Intl Index Mutual fund	Mutual Funds	—	—	$291K	1.0%
Vanguard Small Cap Value Index Admiral Mutual fund	Mutual Funds	—	—	$255K	0.9%
Baird Core Plus Inst Mutual fund	Other securities	—	—	$201K	0.7%
Vanguard Selected Value Fund Investor Shares Mutual fund	Mutual Funds	—	—	$196K	0.7%
American Funds 2015 Target Date Retirement Fund Mutual fund	Mutual Funds	—	—	$187K	0.7%
Fidelity BrokerageLink Participant-directed brokerage account	Self-Directed Brokerage	—	—	$109K	0.4%
American Funds 2020 Target Date Retirement Fund Mutual fund	Mutual Funds	—	—	$108K	0.4%