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  2. CARTHAGE HOLDINGS, INC
Sponsor portfolio

CARTHAGE HOLDINGS, INC

EIN 33-2038792-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$44.5M assets
Welfare
0
Participants
423
6612 CHANCELLOR DRIVE, SUITE 600 - CEDAR FALLS, IA 50613319-859-3602
Plans on this EIN
2 filings
#001401k-$23.5M - 222 part#002ESOP-$21.0M - 201 part

Retirement portfolio analytics

2 plans aggregated / $44.5M assets / 423 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • HOLDINGS, INC. 401(K) (#001)53%
  • EMPLOYEE STOCK OWNERSHIP (#002)47%
Total $44.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
53%top
  • T ROWE PRICE RPS INC53%
  • (Not disclosed)47%
Total $44.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HOLDINGS, INC. 401(K) (#001)222
  • EMPLOYEE STOCK OWNERSHIP (#002)201
Total 423Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CARTHAGE HOLDINGS, INC. 401(K) PLAN

401k

Assets$23.5M
Participants222
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CARTHAGE HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$21.0M
Participants201
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CARTHAGE HOLDINGS, INC. 401(K) PLAN401k$23.5M2222025
002CARTHAGE HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$21.0M2012025
Retirement plans
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