Carrix, Inc. 401(K) Plan For Union Employees — Form 5500 plan (Carrix, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Carrix, Inc. 401(K) Plan For Union Employees is a benefit plan reported by Carrix, Inc. under EIN 91-1653735 and plan number 004. The latest loaded filing year is 2023. The filing reports 2,397 participants and $72,399,328 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$72.4MPlan net assets, end of year$72,397,587
Participants2.4KCovered participants reported2,397
Assets / participant$30.2KComputed: assets ÷ participants$30,204 (computed)
Provider compensation$92.2K2 Schedule C provider row(s)$92,218
- Plan sponsor
- Carrix, Inc.
- EIN
- 91-1653735
- Plan number
- 004
- Plan type
- 3
- Location
- Seattle, WA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,397 | H, C | 20241114173754NAL0030760032001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$72.4M total assets
Net assets$72.4MLiabilities$1.7K
Full reported line items
Net assets
- Total assets (EOY)
- $72,399,328
- Total liabilities (EOY)
- $1,741
- Net assets (EOY)
- $72,397,587
- Net assets (BOY)
- $64,137,323
Income & contributions
- Employer contributions
- $2,772,136
- Participant contributions
- $4,590,200
- Total contributions
- $7,397,517
- Total income / additions
- $16,625,999
Expenses & distributions
- Benefits paid
- $8,268,382
- Administrative expenses
- $92,218
- Total expenses
- $8,365,735
- Net increase / (decrease)
- $8,260,264
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
38%62%
Employer 38%Participant 62%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income50%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $85,099 | $0 | 2023 |
| Kestra Advisory Services | INVESTMENT ADVISOR | $7,119 | not reported in the loaded dataset | 2023 |