Caritas Management Corp401(k)
CARITAS MANAGEMENT CORP. 401(K) PROFIT SHARING PLAN & TRUST · SAN FRANCISCO, CA · plan year 2024
Caritas Management Corp reported $20,413 in plan administrative expenses for 2024: 0.53% of average plan assets, below the peer median. 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 4 years on file its reported administrative ratio fell from 0.87% to 0.53%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in California (7,300th of 9,483), and 2,432nd of 3,341 in other services. active participation has grown from 134 to 198 since 2020.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
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Source: U.S. Department of Labor, Form 5500 series, EIN 942921688 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.