Carlie CS Operation Center 401(k) match, vesting and fees
What Carlie CS Operation Center's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | American United Life Insurance Co | Schedule C ↗ |
| Independent auditor | Bernard Robinson & Co. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,141 defined-contribution plans in retail trade with 100 to 499 participants.
| Carlie CS Operation Center: employer contribution per participant | $1,814 | |
| Peer median | $1,216 |
| Carlie CS Operation Center: average balance | $48,256 | |
| Peer median | $50,590 |
| Carlie CS Operation Center: admin expenses ÷ assets | 0.14% | |
| Peer median | 0.43% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $8.5M at the end of plan year 2021 to $9.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,205 | $9.5M | $357K | $1,814 | 0.14% | Not published | Form 5500 ↗ |
| 2023 | 1,108 | $8.6M | $349K | $1,884 | 0.27% | Not published | Form 5500 ↗ |
| 2022 | 1,931 | $8.1M | $344K | $1,687 | 0.14% | Not published | Form 5500 ↗ |
| 2021 | 1,658 | $8.5M | $248K | $1,519 | 0.48% | Not published | Form 5500 ↗ |
Common questions
Does Carlie CS Operation Center match 401(k) contributions?
The match terms for the Carlie Cs 401k Plan have not been published from its filing yet. The plan year 2024 filing reports $357K in employer contributions, about $1,814 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Carlie CS Operation Center 401(k) match vested?
The vesting schedule for the Carlie Cs 401k Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Carlie CS Operation Center 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is American United Life Insurance Co. The plan administrator is Carlie Cs Operation Center Inc..
I left Carlie CS Operation Center. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Carlie Cs Operation Center Inc., (910) 892-4124) or the recordkeeper, American United Life Insurance Co. The Carlie CS Operation Center old 401(k) page lists the contacts from every plan filing. Find an old Carlie CS Operation Center 401(k)
Data from the public Form 5500 annual reports Carlie CS Operation Center filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Carlie CS Operation Center. Not financial advice. Report a correction · Methodology