Plan Ledger DOL Form 5500 · updated monthly

Caravan Operations Corp.401(k)

THE CARAVAN OPERATIONS RETIREMENT PLAN · PASADENA, CA · plan year 2022

Reported admin expense ratio · 2022
0.74%

Caravan Operations Corp. reported $2,965 in plan administrative expenses for 2022: 0.74% of average plan assets, below the peer median. 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (9,132nd of 9,483), and 11,460th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$401,967
Participants with balances35
Active participants363
Employer contributions—
Employee contributions$81,944
Employer contribution per active participant—
Average account balance$11,485
Benefits paid to participants$15,758
Plan auditUnmodified (clean) audit opinion
AuditorC DART CPA
Administrative expenses, itemized · 2022
Investment management$2,965
Total administrative$2,965
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$2,965 · 0.74%
Similar plansHealth Care & Social Assistance · California
Nyman Associates, Inc. CA$437K · 0.03%
Titan Senquest CA$402K · 0.70%
Covid Clinic, Inc. CA$388K · 1.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 271083174 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.