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Original filing (PDF)20251015090555NAL0002060179001
CARRIAGE MANAGEMENT, LLC
Form 5500
FILING_RECEIVED
CARRIAGE MANAGEMENT 401(K) PLAN
401(k) retirement plan
Active participants
135
Accounts w/ balance
110
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 69 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARRIAGE MANAGEMENT, LLC.
Plan sponsor
Name
CARRIAGE MANAGEMENT, LLC
EIN
82-1259090
Address
2350 BROWNS BRIDGE RD · GAINESVILLE, GA · 30504
Phone
(770) 532-6335
Industry
Retail Tradesee all
Plan administrator
Name
NORTHEAST RETIREMENT SERVICES, LLC
EIN
81-5140646
City
WOBURN, MA
Phone
(781) 983-5059
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)
Audit & trust (Schedule H)
Auditor
HHM
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $9K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $785 | — |
Investments
26 direct securities · 1 pooled fund· $1.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$1.5M
26 holdings
Common Collective Trust
$124K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Drive Income Fund | — | — | — | $340K | 22.9% | |
| Northern Trust Collective S&P 500 Index Fund | — | — | — | $248K | 16.7% | |
| T. Rowe Price Retirement Blend Select Trust 2020 | — | — | — | $134K | 9.0% | |
| GREAT-WEST TRUST DRIVE INCOME FUND GREAT-WEST TRUST COMPANY, LLC · EIN 47-7319764 / PN 111 | Common Collective Trust | — | — | $124K | 8.4% | |
| T. Rowe Price Retirement Blend Select Trust 2050 | — | — | — | $82K | 5.6% | |
| Notes receivable from participants 4.25% - 9.50% -0- | — | — | — | $79K | 5.3% | |
| Northern Trust All Country World Ex-US Index Fund | — | — | — | $73K | 4.9% | |
| T. Rowe Price Retirement Blend Select Trust 2055 | — | — | — | $69K | 4.7% | |
| American Funds EuroPacific Growth Fund | — | — | — | $56K | 3.7% | |
| T. Rowe Price Retirement Blend Select Trust 2065 | — | — | — | $47K | 3.1% | |
| Fidelity Total Bond | — | — | — | $43K | 2.9% | |
| T. Rowe Price Retirement Blend Select Trust 2040 | — | — | — | $39K | 2.6% | |
| T. Rowe Price Retirement Blend Select Trust 2045 | — | — | — | $37K | 2.5% | |
| T. Rowe Price Retirement Blend Select Trust 2060 | — | — | — | $36K | 2.4% | |
| SSGA Real Asset Fund Class C | — | — | — | $28K | 1.9% | |
| T. Rowe Price Retirement Blend Select Trust 2035 | — | — | — | $26K | 1.7% | |
| Northern Trust Collective Russell 2000 Index Fund | — | — | — | $23K | 1.5% | |
| T. Rowe Price Retirement Blend Select Trust 2025 | — | — | — | $21K | 1.4% | |
| Northern Trust Aggregate Bond Index Fund | — | — | — | $21K | 1.4% | |
| Northern Trust Collective S&P 400 Index Fund | — | — | — | $19K | 1.2% | |
| MFS Mid Cap Value Fund | — | — | — | $15K | 1.0% | |
| Massmutual Mid Cap Growth Fund | — | — | — | $13K | 0.9% | |
| T. Rowe Price Retirement Blend Select Trust 2030 | — | — | — | $13K | 0.8% | |
| Northern Trust Collective Russell 1000 Value Index Fund | — | — | — | $12K | 0.8% | |
| Northern Trust Collective Russell 1000 Growth Index Fund | — | — | — | $10K | 0.7% | |
| Allspring Small-Cap Value Fund | — | — | — | $7K | 0.5% | |
| Principal Small-Cap Growth Fund | — | — | — | $6K | 0.4% |
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