Plan Ledger DOL Form 5500 · updated monthly

Career Strategies, Inc.401(k)

CAREER STRATEGIES, INC. 401(K) PLAN · ROUND ROCK, TX · plan year 2022

Reported admin expense ratio · 2022
0.66%

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

Career Strategies, Inc. reported $36,304 in plan administrative expenses for 2022: 0.66% of average plan assets, above the peer median. Employer contributions averaged $926 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Texas (3,966th of 5,688), and 1,397th of 2,534 in administrative & support services. In 2022, employees put in $5.31 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,349,955
Participants with balances89
Active participants102
Employer contributions$94,456
Employee contributions$501,787
Employer contribution per active participant$926
Average account balance$60,112
Benefits paid to participants$36,087
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$250
Investment management$36,054
Total administrative$36,304
The Career Strategies, Inc. 401(k) match · 2022
Employer contribution per active participant$926
Median for plans this size$1,114

Career Strategies, Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$36,304 · 0.66%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 832725927 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.