Carroll Management Group 401(k) Plan (terminated 2024): Login, Facts & Contact Information
This plan was terminated. Its final Form 5500 covers plan year 2024, when $9.34 million was transferred out of the plan. Assets moved to the THE RMR GROUP LLC 401(K) RETIREMENT PLAN (sponsored by THE RMR GROUP LLC). If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.
See the THE RMR GROUP LLC 401(K) RETIREMENT PLAN →Carroll Management Group 401(k) Login
Retirement plan providers can change. This information is from the plan's 2024 filing.
Carroll Management Group 401(k) Plan Facts (plan year 2024)
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Jul 22, 2024), filed May 15, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $758,029 went into the plan in contributions, $259,694 of it from the employer (34%).
- $1.01 million was paid out to participants.
- Investment and other income added $930,125.
How the Carroll Management Group 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 927 | $3.52 million | $222,107 | $289,571 |
| 2020 | 876 | $4.75 million | $252,402 | $692,379 |
| 2021 | 805 | $6.57 million | $461,376 | $442,871 |
| 2022 | 860 | $6.80 million | $563,996 | $638,462 |
| 2023 | 884 | $8.68 million | $656,063 | $1.50 million |
| 2024 (final) | 745 | $0 | $259,694 | $1.01 million |
Carroll Management Group 401(k) Contact Information
Questions about the Carroll Management Group 401(k)
Is the Carroll Management Group 401(k) plan still active?
No. The plan's final Form 5500 was filed for plan year 2024. Its assets were transferred to the THE RMR GROUP LLC 401(K) RETIREMENT PLAN.
Does Carroll Management Group contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $259,694, 34% of all contributions.
Does the Carroll Management Group 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Carroll Management Group 401(k) plan?
745 participants at the start of plan year 2024.
Who manages the Carroll Management Group 401(k) accounts?
Vanguard (listed on the filing as THE VANGUARD GROUP, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.