Plan Ledger DOL Form 5500 · updated monthly

Cariloop401(k)

CARILOOP 401(K) RETIREMENT SAVINGS PLAN · RICHARDSON, TX · plan year 2024

Reported admin expense ratio · 2024
1.10%

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

Cariloop reported $30,232 in plan administrative expenses for 2024: 1.10% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,306 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 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Texas (4,570th of 5,688), and 10,512th of 11,654 in professional & technical services. In 2024, employees put in $6.42 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,068,786
Participants with balances131
Active participants91
Employer contributions$118,807
Employee contributions$763,172
Employer contribution per active participant$1,306
Average account balance$23,426
Benefits paid to participants$645,789
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,893
Investment management$9,339
Total administrative$30,232
The Cariloop 401(k) match · 2024
Employer contribution per active participant$1,306
Median for plans this size$1,313

Cariloop's 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
GALLAGHER BENEFIT SERVICES INC DBA · Investment advisory (plan)$4,433
ALLIANT INSURANCE SERVICES INC DBA · Investment advisory (plan)$3,217
EMPOWER ADVISORY GROUP, LLC · Investment management$1,689

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

Administrative cost history1
2024$30,232 · 1.10%
Similar plansProfessional & Technical Services · Texas
Gregg & Valby, LLP TX$3.2M · 0.83%
Vvc of Texas LLC TX$3.2M · 1.10%
Akorbi Inc. TX$3.1M · 0.45%
Talkwalker, Inc. TX$3.1M · 0.69%
Delta Delta Delta TX$3.1M · 0.80%
Scott & Associates PC TX$3.0M · 1.55%
Sourceday, Inc. TX$2.9M · 0.19%
The 20, LLC TX$2.8M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 460650589 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.