Plan Ledger DOL Form 5500 · updated monthly

Carriage Funeral Holdings, Inc.401(k)

CARRIAGE SERVICES 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.12%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Carriage Funeral Holdings, Inc. reported $109,701 in plan administrative expenses for 2024: 0.12% of average plan assets, below the peer median. Employer contributions averaged $1,100 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.20% to 0.12%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other other services employers. By assets it is the 659th-largest of 5,688 plans among Texas employers on file, and the 205th of 3,341 in other services. In 2024, employees put in $2.77 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$98,939,256
Participants with balances2,770
Active participants2,312
Employer contributions$2,543,542
Employee contributions$7,047,886
Employer contribution per active participant$1,100
Average account balance$35,718
Benefits paid to participants$13,558,589
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$98.9M · 2,770 accts · $2.5M emplr
2023$90.8M · 2,727 accts · $3.1M emplr
2022$78.3M · 2,619 accts · $2.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,432
Investment management$47,882
Total administrative$109,701
The Carriage Funeral Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$1,100
Median for plans this size$3,635
2024$1,100 per active participant
2023$1,418 per active participant
2022$1,074 per active participant

Carriage Funeral Holdings, Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20249
EMPOWER ADVISORY GROUP, LLC · Investment management$34,132
CAPFINANCIAL PARTNERS LLC DBA$28,533
EMPOWER FINANCIAL SERVICES, INC. · Investment advisory (participants)$18,184
J P MORGAN BROKER-DEALER HOLDINGS · Investment advisory (plan)$13,750
QDRO CONSULTANTS COMPANY, LLC$600
EMPOWER FINANCIAL SERVICES, INC. · Securities brokerage$20

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$109,701 · 0.12%
2023$128,811 · 0.15%
2022$170,495 · 0.20%
Similar plansOther Services · Texas
Tenerity, Inc. TX$150.3M · 0.06%
Texo Abc/Agc, Inc. TX$128.6M · 0.71%
Nsmg Shared Services, LLC TX$80.5M · 0.29%
Shermco Industries, Inc. TX$77.2M · 0.27%
Visible Changes, Inc. TX$76.5M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760339922 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.