Plan Ledger DOL Form 5500 · updated monthly

Caraday Healthcare, LLC401(k)

CARADAY HEALTHCARE, LLC 401(K) PLAN · SAN MARCOS, TX · plan year 2024

Reported admin expense ratio · 2024
1.94%

Caraday Healthcare, LLC reported $66,293 in plan administrative expenses for 2024: 1.94% of average plan assets, higher than ~90% 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 1 year on file its reported administrative ratio rose from 0.85% to 1.94%. 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 Texas (4,403rd of 5,688), and 8,794th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$3,657,637
Participants with balances290
Active participants1,414
Employer contributions—
Employee contributions$999,315
Employer contribution per active participant—
Average account balance$12,613
Benefits paid to participants$848,265
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$3.7M · 290 accts
2023$3.2M · 300 accts
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.

Administrative cost history2
2024$66,293 · 1.94%
2023$22,443 · 0.85%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Burmont, Inc. TX$3.6M · 1.35%
Everiz Management, LLC TX$3.5M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 843394616 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.