Carr, Riggs & Ingram Capital 401(k) match, vesting and fees
What Carr, Riggs & Ingram Capital'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 | John Hancock | Schedule C ↗ |
| Independent auditor | Burkett, Burkett & Burkett (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,087 defined-contribution plans in professional, scientific, and technical services with 1,000 to 4,999 participants.
| Carr, Riggs & Ingram Capital: employer contribution per participant | $3,859 | |
| Peer median | $2,556 |
| Carr, Riggs & Ingram Capital: average balance | $140,046 | |
| Peer median | $100,166 |
| Carr, Riggs & Ingram Capital: admin expenses ÷ assets | 0.05% | |
| Peer median | 0.11% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $389M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 3,040 | $389M | $10.7M | $3,859 | 0.05% | Not published | Form 5500 ↗ |
Common questions
Does Carr, Riggs & Ingram Capital match 401(k) contributions?
The match terms for the Carr, Riggs & Ingram Capital, LLC 401(k) Plan & Trust have not been published from its filing yet. The plan year 2024 filing reports $10.7M in employer contributions, about $3,859 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Carr, Riggs & Ingram Capital 401(k) match vested?
The vesting schedule for the Carr, Riggs & Ingram Capital, LLC 401(k) Plan & Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Carr, Riggs & Ingram Capital 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is John Hancock. The plan administrator is Carr, Riggs & Ingram Capital, LLC.
I left Carr, Riggs & Ingram Capital. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Carr, Riggs & Ingram Capital, LLC, (334) 347-0088) or the recordkeeper, John Hancock. The Carr, Riggs & Ingram Capital old 401(k) page lists the contacts from every plan filing. Find an old Carr, Riggs & Ingram Capital 401(k)
Data from the public Form 5500 annual reports Carr, Riggs & Ingram Capital filed with the U.S. Department of Labor (plan years 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 Carr, Riggs & Ingram Capital. Not financial advice. Report a correction · Methodology