form5500lookup

Form 5500 · Retirement plan · NASHVILLE, TN

CARLEX GLASS AMERICA, LLC

The filing calls this plan CARLEX GLASS AMERICA RETIREMENT PLAN.

CARLEX GLASS AMERICA, LLC of NASHVILLE, TN files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by PRINCIPAL LIFE INSURANCE COMPANY. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 27-3800872 · plan 001 · plan year 2024, filed Nov 25, 2025

Participants at the start of the year
1,713
Contracts on file
1
Contract value
$1,557,964
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with PRINCIPAL LIFE INSURANCE COMPANY.

The contracts held $1,557,964 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC1,626December$1,557,964$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
CARLEX GLASS AMERICA, LLC
EIN 27-3800872
PRINCIPAL LIFE INSURANCE COMPANY
Contract administrator · EIN 42-0127290
$257,909
paid directly by the plan
SAGEVIEW ADVISORY GROUP, LLC
INV ADV, PARTICIPANTS · EIN 33-0818667
$0
paid directly by the plan
MORNINGSTAR INVESTMENT MANAGEMENT L
INV ADV, PARTICIPANTS · EIN 36-4317381
$0
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

Reported to OSHA

Reported to OSHA for 2025: 703 employees, 12 recordable cases, 27 days away from work.

EmployeesThe company's own average for the year
703
Hours worked
1,418,852
Recordable cases
12
Days away from work
27
Establishments filed under this EIN
2

Source: OSHA Injury Tracking Application establishment data, 2025.

What the plan holds

Plan assets at year end
$102,059,824
Paid out in benefits
$14,471,156
Participants at the start of the year
1,713
Participants with account balances
1,598

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 62-1199757
LBMC, PC
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

The filing reports that employee contributions were not forwarded to the plan on time (line 4a).

Other plans filed by this employer

More employer plans in Tennessee — largest plans, brokers, carriers and renewal months.