Retirement plan

CARRIX, INC. 401(K) PLAN FOR NON-UNION EMPLOYEES

Name: CARRIX, INC. - CARRIX, INC. 401(K) PLAN FOR NON-UNION EMPLOYEES (2024) Form 5500
Creator: CARRIX, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CARRIX, INC. 401(K) PLAN FOR NON-UNION EMPLOYEES, CARRIX, INC.

CARRIX, INC.EIN 91-1653735Plan #003PY 2024

1131 SW KLICKITAT WAY - SEATTLE, WA 98134206-623-0304LinkedIn1001-5000 employees

Other plans on this EIN

2 filings

#002Retirement-$362.2M assets #004Retirement-$83.8M assets

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$291.8M

+30.7% from 2023

Total participants

1,810

+5.7% from 2023

Average account balance

$171,030

+22.6% from 2023

Annual return

17.68%

+25.56 pp from 2023

Benchmarks

See 266 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants1,000-4,999

Cohort266 peers

Snapshot2024

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$291.78M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$171K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

1,706

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

93.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$20.01M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+17.68%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$56

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

See the 9-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL9+ years Service code 64 · EIN 04-2647786	Recordkeeping Fees	$70,653
KESTRA INVESTMENT SERVICES LLC4 years Filed as: KESTRA ADVISORY SERVICES Service code 16 · EIN 35-2552359	Consulting	$24,666

Plan features & details

Pension benefit codes2F2G2J2K2R2S2T3H2U2E

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$95K

$60 / participant

Recordkeeping$71K74.1%
Other / not subdivided$25K25.9%

% of EOY assets

0.033%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: VWC, P.S.
Auditor EIN: 911007261
Audit fees: $0
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$171,030

$81,357+110.2%

$75,972+125.1%

$199,593-14.3%

Participation rate

93.4%

69.9%+23.5pp

69.1%+24.3pp

72.0%+21.4pp

Annual return

17.68%

16.32%+1.4pp

359.55%-341.9pp

34.25%-16.6pp

Employer contribution / active EE

$3,506

$3,341+5.0%

$2,685+30.6%

$3,034+15.5%

Participant deferral / active EE

$9,191

$4,710+95.1%

$4,255+116.0%

$5,087+80.7%

Admin fee / account holder

$56

$144-61.3%

$6,467-99.1%

$269-79.2%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL9+ years

Service code 64 · EIN 04-2647786

Recordkeeping Fees

$70,653

KESTRA INVESTMENT SERVICES LLC4 years

Filed as: KESTRA ADVISORY SERVICES

Service code 16 · EIN 35-2552359

Consulting

$24,666

CARRIX, INC. 401(K) PLAN FOR NON-UNION EMPLOYEES

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CARRIX, INC. 401(K) PLAN FOR NON-UNION EMPLOYEES

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion