Back to filter
Original filing (PDF)20251014204931NAL0003717041001
CARRIER JOHNSON
Form 5500
FILING_RECEIVED
CARRIER JOHNSON 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
64
Accounts w/ balance
120
Plan assets (EOY)
$4.8M
Net assets (EOY)
$4.8M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARRIER JOHNSON.
Plan sponsor
Name
CARRIER JOHNSON
EIN
95-3138414
Address
185 WEST F STREET · SUITE 500 · SAN DIEGO, CA · 92101
Phone
(619) 239-2353
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2S · Automatic enrollment
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)
Auditor
SABACOR AND CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORD KEEPER | $9K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY GLOBAL | — | BALTIMORE, MD | ADVISOR | $17K | — |
Investments
27 direct securities · 1 pooled fund· $4.8M(100% of reported assets)
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.
Uncategorized
$4.8M
27 holdings
Common Collective Trust
$4K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock Lifepath Index Retire K BlackRock 0 | — | — | — | $648K | 13.5% | |
| BlackRock Lifepath Index 2030 K BlackRock 0 | — | — | — | $547K | 11.4% | |
| BlackRock Lifepath Index 2040 K BlackRock 0 | — | — | — | $540K | 11.2% | |
| BlackRock Lifepath Index 2055 K BlackRock 0 | — | — | — | $519K | 10.8% | |
| BlackRock Lifepath Index 2045 K BlackRock 0 | — | — | — | $466K | 9.7% | |
| BlackRock Lifepath Index 2050 K BlackRock 0 | — | — | — | $431K | 8.9% | |
| iShares S&P 500 Index K iShares 0 | — | — | — | $409K | 8.5% | |
| BlackRock Lifepath Index 2035 K BlackRock 0 | — | — | — | $336K | 7.0% | |
| BlackRock Lifepath Index 2060 K BlackRock 0 | — | — | — | $215K | 4.5% | |
| Pioneer Bond K Pioneer 0 | — | — | — | $143K | 3.0% | |
| PIMCO Income Instl PIMCO 0 | — | — | — | $83K | 1.7% | |
| MFS Growth Fund Class R6 MFS 0 | — | — | — | $78K | 1.6% | |
| BlackRock Real Estate Securities Instl BlackRock 0 | — | — | — | $69K | 1.4% | |
| iShares Russell 2000 SmCap Ind K iShares 0 | — | — | — | $67K | 1.4% | |
| iShares Russell Mid-Cap Index K iShares 0 | — | — | — | $52K | 1.1% | |
| BlackRock Equity Dividend K BlackRock 0 | — | — | — | $43K | 0.9% | |
| BlackRock Inflation Protected Bond K BlackRock 0 | — | — | — | $37K | 0.8% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $34K | 0.7% | |
| Janus Henderson Small Cap Value N Janus 0 | — | — | — | $27K | 0.6% | |
| Goldman Sachs Small/Mid Cap Growth Instl Goldman Sachs 0 | — | — | — | $18K | 0.4% | |
| Fidelity International Index Fidelity 0 | — | — | — | $16K | 0.3% | |
| Janus Henderson Triton N Janus 0 | — | — | — | $13K | 0.3% | |
| MFS Mid Cap Value R6 MFS 0 | — | — | — | $7K | 0.2% | |
| Putnam Dynamic Asset Alloc Growth R6 Putnam 0 | — | — | — | $4K | <0.1% | |
| METLIFE GAC-25053 CLASS 0 METLIFE (RELIANCE TRUST) · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $4K | <0.1% | |
| Federated Hermes Intl Leaders R6 Federated 0 | — | — | — | $3K | <0.1% | |
| Fidelity Advisor Focus Emerg Mrkts Z Fidelity 0 | — | — | — | $3K | <0.1% | |
| Putnam Dynamic Asset Alloc Conserv R6 Putnam 0 | — | — | — | $2K | <0.1% |
Related plans
Other plans using MORGAN STANLEY GLOBAL
GREYSTAR MANAGEMENT SERVICES, LLC.
GREYSTAR 401(K) PLAN
$757.4M · 20,689 participants
TRUGREEN LIMITED PARTNERSHIP
TRUGREEN PROFIT SHARING AND RETIREMENT PLAN
$465.6M · 10,531 participants
VORYS, SATER, SEYMOUR AND PEASE LLP
VORYS, SATER, SEYMOUR AND PEASE LLP RETIREMENT PLAN
$435.5M · 708 participants
KING & SPALDING LLP
KING & SPALDING LLP CASH BALANCE PENSION PLAN
$309.4M · 194 participants
HIGHGATE HOTELS, L.P.
HIGHGATE HOTELS 401(K) PLAN
$171.0M · 10,667 participants
POPULAR, INC.
POPULAR, INC. USA 401(K) SAVINGS & INVESTMENT PLAN
$170.4M · 970 participants
Similar-size Professional & Technical Services plans
SOOS & ASSOCIATES, INC.
SOOS & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
$4.8M · 9 participants
COBURN DEVELOPMENT INC
COBURN DEVELOPMENT INC 401K PROFIT SHARING PLAN AND TRUST
$4.8M · 33 participants
RICE FERGUS MILLER, INC.
RICE FERGUS MILLER, INC. 401(K) PLAN
$4.8M · 59 participants
ATA BEILHARZ ARCHITECTS, LLC
ATA BEILHARZ ARCHITECTS, LLC SAVINGS & INVESTMENT PLAN
$4.8M · 13 participants
KASTER ARCHITECTS, INC.
KASTER ARCHITECTS, INC. PROFIT SHARING 401(K) PLAN
$4.8M · 2 participants
HKM ARCHITECTS PLANNERS, INC.
HKM ARCHITECTS PLANNERS, INC. 401K PROFIT SHARING PLAN
$4.8M · 10 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B