Plan Ledger DOL Form 5500 · updated monthly

Caris Science, Inc.401(k)

CARIS SCIENCE INC. 401(K) PLAN · IRVING, TX · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Caris Science, Inc. reported $280,933 in plan administrative expenses for 2024: 0.22% of average plan assets, above the peer median. Employer contributions averaged $4,389 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 0.28% to 0.22%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 495th-largest of 5,688 plans among Texas employers on file, and the 822nd of 11,911 in health care & social assistance. In 2024, employees put in $1.96 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$141,096,278
Participants with balances1,710
Active participants1,760
Employer contributions$7,724,524
Employee contributions$15,112,210
Employer contribution per active participant$4,389
Average account balance$82,512
Benefits paid to participants$13,808,271
Plan auditUnmodified (clean) audit opinion
AuditorWHITLEY PENN
Plan history3
Yearassets · accounts · employer contribution
2024$141.1M · 1,710 accts · $7.7M emplr
2023$109.7M · 1,626 accts · $7.2M emplr
2022$77.1M · 1,482 accts · $6.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$230,933
Investment management$50,000
Total administrative$280,933
The Caris Science, Inc. 401(k) match · 2024
Employer contribution per active participant$4,389
Median for plans this size$3,635
2024$4,389 per active participant
2023$4,168 per active participant
2022$3,642 per active participant

Caris Science, Inc.'s 2024 employer contribution ran above the $3,635 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 · 20243
CREATIVE PLANNING LLC · Investment advisory (plan)$50,000

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

Administrative cost history3
2024$280,933 · 0.22%
2023$283,484 · 0.30%
2022$209,843 · 0.28%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Ortholonestar, PLLC TX$231.0M · 0.09%
Signify Health, LLC TX$131.8M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 453632909 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.