Plan Ledger DOL Form 5500 · updated monthly

Candid Care Co.401(k)

CANDID CARE CO. 401(K) · SANFORD, NC · plan year 2024

Reported admin expense ratio · 2024
0.07%

Candid Care Co. reported $4,250 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. 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 0.13% to 0.07%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in North Carolina (1,357th of 2,005), and 7,234th of 11,911 in health care & social assistance. active participation has shrunk from 182 to 116 since 2022.

Plan summary
Net assets, end of year$6,241,785
Participants with balances177
Active participants116
Employer contributions—
Employee contributions$1,219,826
Employer contribution per active participant—
Average account balance$35,264
Benefits paid to participants$1,059,891
Plan auditUnmodified (clean) audit opinion
AuditorANDERS MINKLER HUBER & HELMLLP
Plan history3
Yearassets · accounts · employer contribution
2024$6.2M · 177 accts
2023$5.3M · 203 accts
2022$4.5M · 416 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,250
Total administrative$4,250
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
ADP, INC. · Loan processing · Recordkeeping$4,250
ADP BROKER-DEALERindirect 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
2024ADP
2023ADP

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

Administrative cost history3
2024$4,250 · 0.07%
2023$14,167 · 0.29%
2022$5,824 · 0.13%
Same employer
Similar plansHealth Care & Social Assistance · North Carolina
Moravian Home, Inc. NC$6.6M · 0.92%
Holy Angels, Inc. NC$6.4M · 1.21%
Hopeway Foundation NC$6.0M · 0.93%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364867239 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.