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Original filing (PDF)20250922134910NAL0005311793001
CARNEGIE DARTLET LLC
Form 5500
FILING_RECEIVED
CARNEGIE DARTLET, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
6 service providers
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
25 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARNEGIE DARTLET LLC.
Plan sponsor
Name
CARNEGIE DARTLET LLC
EIN
85-3168237
Address
210 LITTLETON ROAD, SUITE 100 · WESTFORD, NC · 01886
Phone
(978) 842-3751
Industry
Professional & Technical Servicessee all
Plan administrator
Name
ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES
EIN
42-1484983
City
KNOXVILLE, TN
Phone
(865) 670-1844
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-22
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CBIZ CPAS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MATRIX TRUST COMPANY | — | PHOENIX, AZ | CUSTODIAN TRUSTEE | $9K | — |
Recordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JULY BUSINESS SERVICES, LLC | — | WACO, TX | RECORD KEEPER | $37K | — |
| ADMIN GROUP DBA TAG RESOURCES | 42-1484983 | — | RECORD KEEPER | $2K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CCR WEALTH MANAGEMENT | — | WESTBOROUGH, MS | INVESTMENT ADVISOR | $40K | — |
| SAGEVIEW ADVISORY GROUP,LLC | 33-0818667 | — | INVESTMENT ADVISOR | $7K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | TRUSTEE | $12 | — |
Investments
25 pooled funds· $0
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| AMERICAN CENTURY US MID CAP VALUE E SEI · EIN 27-0572972 / PN 010 | Common Collective Trust | $0 | — |
| STATE STREET S&P 500 INDEX CLASS II STATE STREET · EIN 04-0025081 / PN 078 | Common Collective Trust | $0 | — |
| CAPITAL GROUP 2025 TARGET DATE RETI AMERICAN FUNDS · EIN 95-6597294 / PN 525 | Common Collective Trust | $0 | — |
| CAPITAL GROUP 2030 TARGET DATE RETI AMERICAN FUNDS · EIN 95-6597294 / PN 530 | Common Collective Trust | $0 | — |
| CAPITAL GROUP 2035 TARGET DATE RETI AMERICAN FUNDS · EIN 95-6597294 / PN 535 | Common Collective Trust | $0 | — |
| CAPITAL GROUP 2040 TARGET DATE RETI AMERICAN FUNDS · EIN 95-6597294 / PN 540 | Common Collective Trust | $0 | — |
| CAPITAL GROUP 2045 TARGET DATE RETI AMERICAN FUNDS · EIN 95-6597294 / PN 545 | Common Collective Trust | $0 | — |
| CAPITAL GROUP 2020 TARGET DATE RETI AMERICAN FUNDS · EIN 95-6597294 / PN 520 | Common Collective Trust | $0 | — |
| CAPITAL GROUP 2055 TARGET DATE RETI AMERICAN FUNDS · EIN 95-6597294 / PN 555 | Common Collective Trust | $0 | — |
| CAPITAL GROUP 2060 TARGET DATE RETI AMERICAN FUNDS · EIN 95-6597294 / PN 560 | Common Collective Trust | $0 | — |
| CAPITAL GROUP 2065 TARGET DATE RETI AMERICAN FUNDS · EIN 95-6597294 / PN 565 | Common Collective Trust | $0 | — |
| COHEN & STEERS U.S. REALTY S SEI · EIN 47-1211722 / PN 003 | Common Collective Trust | $0 | — |
| DRIEHAUS EMERGING MARKETS GROWTH CL FIS · EIN 37-6553761 / PN 001 | Common Collective Trust | $0 | — |
| FIDELITY INSTITUTIONAL AM CORE PLUS GREAT GREY · EIN 38-7275325 / PN 001 | Common Collective Trust | $0 | — |
| MFS INTERNATIONAL GROWTH CLASS 4 MFS · EIN 57-1187281 / PN 001 | Common Collective Trust | $0 | — |
| PIMCO RAE US SMALL CIT CLASS S GREAT GRAY · EIN 88-2858456 / PN 001 | Common Collective Trust | $0 | — |
| PUTNAM LARGE CAP VALUE TRUST IA PUTNAM · EIN 82-3639536 / PN 275 | Common Collective Trust | $0 | — |
| STATE STREET GLOBAL ALL CAP EX US I STATE STREET · EIN 04-0025081 / PN 444 | Common Collective Trust | $0 | — |
| STATE STREET RUSSELL SMALL/MID CAP STATE STREET · EIN 32-6528132 / PN 019 | Common Collective Trust | $0 | — |
| WILMINGTON MFS MID CAP GROWTH CLASS WILMINGTON TRUST · EIN 38-4126294 / PN 597 | Common Collective Trust | $0 | — |
| STATE STREET U.S. BOND INDEX CLASS STATE STREET · EIN 90-0337987 / PN 477 | Common Collective Trust | $0 | — |
| T.ROWE PRICE LARGE-CAP GROWTH CIT C GREAT GRAY · EIN 38-7289848 / PN 001 | Common Collective Trust | $0 | — |
| VOYA SMALL CAP GROWTH TRUST 22 VOYA · EIN 06-1440627 / PN 068 | Common Collective Trust | $0 | — |
| WELLINGTON-CIF II WRLD BOND SERIES WELLINGTON · EIN 04-6913417 / PN 135 | Common Collective Trust | $0 | — |
| CAPITAL GROUP 2050 TARGET DATE RETI AMERICAN FUNDS · EIN 95-6597294 / PN 550 | Common Collective Trust | $0 | — |
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