Plan Ledger DOL Form 5500 · updated monthly

Carle Holding Company, Inc.401(k)

CARLE PROFIT SHARING PLAN · URBANA, IL · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Carle Holding Company, Inc. reported $283,272 in plan administrative expenses for 2024: 0.09% of average plan assets, above the peer median. Employer contributions averaged $1,068 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 rose from 0.07% to 0.09%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 224th-largest of 3,702 plans among Illinois employers on file, and the 454th of 11,911 in health care & social assistance. In 2024, employees put in $2.22 for every $1.00 the employer contributed; active participation has shrunk from 2,218 to 1,869 since 2022.

Plan summary
Net assets, end of year$329,564,140
Participants with balances2,394
Active participants1,869
Employer contributions$1,996,545
Employee contributions$4,427,774
Employer contribution per active participant$1,068
Average account balance$137,663
Benefits paid to participants$45,299,803
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$329.6M · 2,394 accts · $2.0M emplr
2023$327.1M · 2,590 accts · $759K emplr
2022$289.1M · 2,218 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$283,272
Total administrative$283,272
The Carle Holding Company, Inc. 401(k) match · 2024
Employer contribution per active participant$1,068
Median for plans this size$4,294
2024$1,068 per active participant
2023$350 per active participant
2022$484 per active participant

Carle Holding Company, Inc.'s 2024 employer contribution ran below the $4,294 median for plans its size, in the bottom quarter of its peers. 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 · 20245
COZAD ASSET MANAGEMENT INC. · Insurance broker · Investment management$62,081
CHOREO LLC · Insurance broker · Investment management$31,381
CREATIVE PLANNING LLC · Insurance broker · Investment management$18,673
RUEDI WEALTH MGMT INC. · Insurance broker · Investment management$16,327
CHARLES SCHWAB BANK · Insurance broker · Investment management$26

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$283,272 · 0.09%
2023$165,021 · 0.05%
2022$229,189 · 0.07%
Similar plansHealth Care & Social Assistance · Illinois
Athletico, LTD. IL$410.3M · 0.11%
Blessing Corporate Services IL$380.8M · 0.08%
Rush Copley Medical Center IL$312.8M · 0.17%
Select Rehabilitation, LLC IL$278.9M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 371188284 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.