Carthage Holdings 401(k) match, vesting and fees
What Carthage Holdings' 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 | T. Rowe Price Rps, Inc. | Schedule C ↗ |
| Independent auditor | Gray Hunter Stenn LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2025 medians for 3,569 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Carthage Holdings: employer contribution per participant | $1,944 | |
| Peer median | $2,719 |
| Carthage Holdings: average balance | $106,774 | |
| Peer median | $85,424 |
| Carthage Holdings: admin expenses ÷ assets | 0.30% | |
| Peer median | 0.27% |
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 $23.5M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 222 | $23.5M | $428K | $1,944 | 0.30% | Not published | Form 5500 ↗ |
Other Carthage Holdings plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Carthage Holdings, Inc. Employee Stock Ownership Plan
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.
| Independent auditor | Gray Hunter Stenn LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Carthage Holdings match 401(k) contributions?
The match terms for the Carthage Holdings, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $428K in employer contributions, about $1,944 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Carthage Holdings 401(k) match vested?
The vesting schedule for the Carthage Holdings, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Carthage Holdings 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is T. Rowe Price Rps, Inc.. The plan administrator is Carthage Holdings, Inc.
I left Carthage Holdings. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Carthage Holdings, Inc, (319) 859-3602) or the recordkeeper, T. Rowe Price Rps, Inc.. The Carthage Holdings old 401(k) page lists the contacts from every plan filing. Find an old Carthage Holdings 401(k)
Data from the public Form 5500 annual reports Carthage Holdings filed with the U.S. Department of Labor (plan years 2025) 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 Carthage Holdings. Not financial advice. Report a correction · Methodology