Plan Ledger DOL Form 5500 · updated monthly

Caire, Inc.401(k)

CAIRE, INC. 401(K) PLAN · BALL GROUND, GA · plan year 2024

Reported admin expense ratio · 2024
0.41%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Caire, Inc. reported $175,538 in plan administrative expenses for 2024: 0.41% of average plan assets, above the peer median. Employer contributions averaged $5,517 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.43% to 0.41%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 495th-largest of 2,160 plans among Georgia employers on file, and the 3,354th of 13,661 in manufacturing. In 2024, employees put in $1.39 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$45,844,726
Participants with balances722
Active participants450
Employer contributions$2,482,615
Employee contributions$3,459,786
Employer contribution per active participant$5,517
Average account balance$63,497
Benefits paid to participants$3,779,071
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$45.8M · 722 accts · $2.5M emplr
2023$40.6M · 683 accts · $1.1M emplr
2022$19.8M · 563 accts · $2.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$175,538
Total administrative$175,538
The Caire, Inc. 401(k) match · 2024
Employer contribution per active participant$5,517
Median for plans this size$2,416
2024$5,517 per active participant
2023$2,465 per active participant

Caire, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$175,538
CAMBRIDGE INVESTMENT RESEARCH · Insurance broker · Insurance servicesindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Transamerica
2023Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$175,538 · 0.41%
2023$143,690 · 0.40%
2022$84,569 · 0.43%
Same employer
Similar plansManufacturing · Georgia
Toto USA, Inc. GA$49.5M · 0.22%
Jcb, Inc. GA$48.5M · 0.49%
Huvepharma Inc. GA$45.2M · 0.24%
Mountville Mills, Inc. GA$45.1M · 0.25%
Delta Apparel, Inc. GA$45.0M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 411739055 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.