Steve Metzger signed Carriage Funeral Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Carriage Funeral Holdings, Inc.'s EIN is 76-0339922.
Download the official 2024 Form 5500 (PDF) for Carriage Funeral Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Carriage Funeral Holdings, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $34K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $18K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $14K |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Large Cap Growth Index Fund Mutual Fund | Common Collective Trusts | — | — | $15.2M | 15.4% | |
| Fidelity US Bond Fund Mutual Fund | Mutual Funds | — | — | $14.3M | 14.4% | |
| Vanguard Equity Income Fund Mutual Fund | Mutual Funds | — | — | $12.6M | 12.8% | |
| PIMCO Income Fund Mutual Fund | Mutual Funds | — | — | $11.8M | 12.0% | |
| Harding Loevner International Equity Instl Fund Mutual Fund | Other securities | — | — | $10.3M | 10.4% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $8.4M | 8.4% | |
| J Hancock Disciplined Value Mid-Cap Fund Mutual Fund | Other securities | — | — | $5.4M | 5.5% | |
| MFS Mid-Cap Growth Fund Mutual Fund | Mutual Funds | — | — | $5.3M | 5.3% | |
| MFS New Discovery Value Fund Mutual Fund | Mutual Funds | — | — | $3.9M | 3.9% | |
| Emerald Growth Fund Mutual Fund | Mutual Funds | — | — | $3.7M | 3.8% | |
| MORLEY STABLE VALUE CL 75 I MORLEY STABLE VALUE FUND · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $3.3M | 3.4% | |
| Self-Directed Brokerage Accounts Self-Directed Brokerage Account Self-Directed Accounts | Self-Directed Brokerage | — | — | $2.4M | 2.4% | |
| due through October 2049 | Other securities | — | — | $2.3M | 2.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $50 | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $20 | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| J P MORGAN BROKER-DEALER HOLDINGS | — | NEW YORK, NY | INVESTMENT ADVISOR | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC DBA | — | RALEIGH, NC | OTHER | $29K | — |
| QDRO CONSULTANTS COMPANY, LLC | — | MEDINA, OH | OTHER | $600 | — |
