Plan Ledger DOL Form 5500 · updated monthly

Caravel Autism Health, LLC401(k)

CARAVEL AUTISM HEALTH, LLC 401(K) PLAN · GREEN BAY, WI · plan year 2024

Reported admin expense ratio · 2024
1.20%

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

Caravel Autism Health, LLC reported $165,661 in plan administrative expenses for 2024: 1.20% of average plan assets, higher than ~90% of peers. Employer contributions averaged $279 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 1.41% to 1.20%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Wisconsin (1,010th of 1,936), and the 4,328th of 11,911 in health care & social assistance. In 2024, employees put in $8.25 for every $1.00 the employer contributed; active participation has grown from 1,084 to 1,556 since 2022.

Plan summary
Net assets, end of year$15,880,690
Participants with balances1,841
Active participants1,556
Employer contributions$434,414
Employee contributions$3,582,526
Employer contribution per active participant$279
Average account balance$8,626
Benefits paid to participants$1,752,139
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.9M · 1,841 accts · $434K emplr
2023$11.7M · 1,606 accts · $255K emplr
2022$8.2M · 1,455 accts · $50K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$100,449
Investment management$65,212
Total administrative$165,661
The Caravel Autism Health, LLC 401(k) match · 2024
Employer contribution per active participant$279
Median for plans this size$2,416
2024$279 per active participant
2023$195 per active participant
2022$46 per active participant

Caravel Autism Health, LLC's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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$100,449
BANK OF AMERICA NA · Consulting · Insurance services$65,212

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$165,661 · 1.20%
2023$117,975 · 1.19%
2022$114,937 · 1.41%
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
Unity Limited Partnership WI$17.2M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 271278853 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.