Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#003)$2.1M
- PLAN & TRUST (#001)$1.8M
- PLAN & TRUST (#002)$1.8M
Filings through .
3 plans aggregated / $5.7M assets / 168 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
401(k)
401(k)
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | THE CARRIAGE HOUSE TIMESHARE A 401(K) PROFIT SHARING PLAN & TRUST | 401(k) | $2.1M | 58 | 2025 |
| #001 | THE CARRIAGE HOUSE TIMESHARE A 401(K) PROFIT SHARING PLAN & TRUST | 401(k) | $1.8M | 55 | 2024 |
| #002 | THE CARRIAGE HOUSE TIMESHARE A 401(K) PROFIT SHARING PLAN & TRUST | 401(k) | $1.8M | 55 | 2024 |