The Carswell Group, Inc. Dba Independent Management Service 401(k) Plan: Login, Facts & Contact Information
The Carswell Group, Inc. Dba Independent Management Service 401(k) Login
21 former The Carswell Group, Inc. Dba Independent Management Service employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
The Carswell Group, Inc. Dba Independent Management Service 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 10, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $937,967 went into the plan in contributions, $286,429 of it from the employer (31%).
- $1.31 million was paid out to participants.
- Investment and other income added $793,970.
- Administrative expenses were $40,834, about $292 per account.
How the The Carswell Group, Inc. Dba Independent Management Service 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 280 | $5.57 million | $200,700 | $1.06 million |
| 2020 | 273 | $6.32 million | $220,683 | $311,317 |
| 2021 | 303 | $7.03 million | $224,416 | $498,063 |
| 2022 | 302 | $6.20 million | $239,189 | $848,149 |
| 2023 | 291 | $7.42 million | $268,015 | $421,931 |
| 2024 | 311 | $7.80 million | $286,429 | $1.31 million |
The Carswell Group, Inc. Dba Independent Management Service 401(k) Contact Information
Questions about the The Carswell Group, Inc. Dba Independent Management Service 401(k)
Does The Carswell Group, Inc. Dba Independent Management Service contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $286,429, 31% of all contributions.
Does the The Carswell Group, Inc. Dba Independent Management Service 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the The Carswell Group, Inc. Dba Independent Management Service 401(k) plan?
311 participants at the start of plan year 2024, 300 of them active employees, and 21 former employees who still had money in the plan.
What is the average 401(k) balance at The Carswell Group, Inc. Dba Independent Management Service?
About $55,733 per account: $7.80 million in plan assets across 140 accounts with a balance at the end of plan year 2024.
Who manages the The Carswell Group, Inc. Dba Independent Management Service 401(k) accounts?
John Hancock (listed on the filing as JOHN HANCOCK LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at The Carswell Group, Inc. Dba Independent Management Service. How do I access my 401(k)?
Your account stays with John Hancock 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.