Plan Ledger DOL Form 5500 · updated monthly

Caraday Holdings LLC401(k)

CARADAY HOLDINGS LLC 401(K) PLAN · SAN MARCOS, TX · plan year 2022

Reported admin expense ratio · 2022
0.90%

Caraday Holdings LLC reported $16,982 in plan administrative expenses for 2022: 0.90% of average plan assets, higher 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Texas (4,875th of 5,688), and 9,954th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$2,116,682
Participants with balances303
Active participants1,316
Employer contributions—
Employee contributions$1,042,886
Employer contribution per active participant—
Average account balance$6,986
Benefits paid to participants$318,750
Plan auditUnmodified (clean) audit opinion
AuditorSOL SCHWARTZ & ASSOCIATES P.C.
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$16,982 · 0.90%
Similar plansHealth Care & Social Assistance · Texas
The Warren Center, Inc. TX$2.2M · 0.80%
Caraday Holdings LLC TX$2.1M · 0.90%

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Source: U.S. Department of Labor, Form 5500 series, EIN 843556405 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.