Plan Ledger DOL Form 5500 · updated monthly

Carbon Activated Corporation401(k)

CARBON ACTIVATED CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST · COMPTON, CA · plan year 2023

Reported admin expense ratio · 2023
0.56%

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

Carbon Activated Corporation reported $23,910 in plan administrative expenses for 2023: 0.56% of average plan assets, above the peer median. Employer contributions averaged $2,142 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 1 year on file its reported administrative ratio fell from 1.13% to 0.56%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in California (7,080th of 9,483), and 11,326th of 13,661 in manufacturing. In 2023, employees put in $1.63 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,761,932
Participants with balances98
Active participants128
Employer contributions$274,197
Employee contributions$445,610
Employer contribution per active participant$2,142
Average account balance$48,591
Benefits paid to participants$412,595
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$4.8M · 98 accts · $274K emplr
2022$3.8M · 103 accts · $239K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$10,564
Investment management$13,346
Total administrative$23,910
The Carbon Activated Corporation 401(k) match · 2023
Employer contribution per active participant$2,142
Median for plans this size$1,308
2023$2,142 per active participant
2022$1,842 per active participant

Carbon Activated Corporation's 2023 employer contribution ran above the $1,308 median for plans its size. 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
EPIC RETIREMENT PLAN SERVICES · Recordkeeping · Loan processing$10,326
IRON FINANCIAL · Investment advisory (plan)$13,346

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2023$23,910 · 0.56%
2022$44,934 · 1.13%
Similar plansManufacturing · California
Seachrome Corporation CA$4.8M · 0.63%
Q'Apel Medical Inc. CA$4.8M · 0.43%
Pacific Paper Tube Inc CA$4.8M · 0.26%
Home and Body Company CA$4.7M · 0.64%
The Peggs Co., Inc. CA$4.7M · 1.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954577883 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.