Carriage Funeral Holdings, Inc. 401(k) Plan: Login, Facts & Contact Information

Carriage Funeral Holdings, Inc. 401(k) Plan Facts

Plan name
CARRIAGE SERVICES 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CARRIAGE FUNERAL HOLDINGS, INC.
Participants
3,036 (2,312 active employees)
Former employees with a balance
534
Plan assets
$98,939,256 at Dec 31, 2024
Average account balance
$35,718 across 2,770 accounts
Employer contributions
$2,543,542 in plan year 2024 (25% of all contributions)
Recordkeeper
Empower Annuity Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Mar 19, 1993
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 3, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $10.1 million went into the plan in contributions, $2.54 million of it from the employer (25%).
  • $13.6 million was paid out to participants.
  • Investment and other income added $11.8 million.
  • Administrative expenses were $109,701, about $40 per account.

How the Carriage Funeral Holdings, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20192,896$64.1 million$2.06 million$5.13 million
20202,825$73.0 million$2.16 million$8.32 million
20212,834$90.6 million$2.54 million$9.33 million
20223,147$78.3 million$2.73 million$7.11 million
20233,092$90.8 million$3.07 million$10.3 million
20243,036$98.9 million$2.54 million$13.6 million

Carriage Funeral Holdings, Inc. 401(k) Contact Information

Phone
713-332-8400
Mailing address
3040 POST OAK BOULEVARD SUITE 300, HOUSTON TX 77056
Plan sponsor
CARRIAGE FUNERAL HOLDINGS, INC.
Employer identification number (EIN)
76-0339922
Plan number
001

Questions about the Carriage Funeral Holdings, Inc. 401(k)

Does Carriage Funeral Holdings, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $2.54 million, 25% of all contributions.

Does the Carriage Funeral Holdings, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Carriage Funeral Holdings, Inc 401(k) plan?

3,036 participants at the start of plan year 2024, 2,312 of them active employees, and 534 former employees who still had money in the plan.

What is the average 401(k) balance at Carriage Funeral Holdings, Inc?

About $35,718 per account: $98.9 million in plan assets across 2,770 accounts with a balance at the end of plan year 2024.

Who manages the Carriage Funeral Holdings, Inc 401(k) accounts?

Empower (listed on the filing as EMPOWER ANNUITY INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Carriage Funeral Holdings, Inc. How do I access my 401(k)?

Your account stays with Empower after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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