Carlton Group 401(k) match, vesting and fees
What Carlton Group'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 | Stanley Benefit Services | Schedule C ↗ |
| Independent auditor | Smith Leonard PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,074 defined-contribution plans in wholesale trade with 100 to 499 participants.
| Carlton Group: employer contribution per participant | $814 | |
| Peer median | $1,988 |
| Carlton Group: average balance | $60,173 | |
| Peer median | $75,431 |
| Carlton Group: admin expenses ÷ assets | 0.68% | |
| Peer median | 0.31% |
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 $9M at the end of plan year 2021 to $8.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 160 | $8.9M | $120K | $814 | 0.68% | Not published | Form 5500 ↗ |
| 2023 | 173 | $9.5M | $0 | $0 | 0.64% | Not published | Form 5500 ↗ |
| 2022 | 160 | $8M | $106K | $764 | 0.63% | Not published | Form 5500 ↗ |
| 2021 | 136 | $9M | $213K | $1,715 | 0.44% | Not published | 5500-SF ↗ |
Common questions
Does Carlton Group match 401(k) contributions?
The match terms for the Carlton Group, Inc. 401(k) Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $120K in employer contributions, about $814 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Carlton Group 401(k) match vested?
The vesting schedule for the Carlton Group, Inc. 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Carlton Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Stanley Benefit Services. The plan administrator is Carlton Group, Inc..
I left Carlton Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Carlton Group, Inc., (336) 668-7677) or the recordkeeper, Stanley Benefit Services. The Carlton Group old 401(k) page lists the contacts from every plan filing. Find an old Carlton Group 401(k)
Data from the public Form 5500 annual reports Carlton Group 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 Carlton Group. Not financial advice. Report a correction · Methodology