Plan Ledger DOL Form 5500 · updated monthly

Carlie Cs Operation Center Inc.401(k)

CARLIE CS 401K PLAN · DUNN, NC · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Carlie Cs Operation Center Inc. reported $12,793 in plan administrative expenses for 2024: 0.14% of average plan assets, lower than ~75% of peers. Employer contributions averaged $303 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 3 years on file its reported administrative ratio has held roughly steady near 0.142%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in North Carolina (1,141st of 2,005), and 2,727th of 5,215 in retail trade. In 2024, employees put in $1.49 for every $1.00 the employer contributed; active participation has shrunk from 1,902 to 1,179 since 2022.

Plan summary
Net assets, end of year$9,506,402
Participants with balances197
Active participants1,179
Employer contributions$357,392
Employee contributions$530,762
Employer contribution per active participant$303
Average account balance$48,256
Benefits paid to participants$1,021,785
Plan auditUnmodified (clean) audit opinion
AuditorBERNARD ROBINSON & CO.
Plan history3
Yearassets · accounts · employer contribution
2024$9.5M · 197 accts · $357K emplr
2023$8.6M · 185 accts · $349K emplr
2022$8.1M · 204 accts · $344K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,221
Investment management$1,572
Audit (IQPA)$9,000
Total administrative$12,793
The Carlie Cs Operation Center Inc. 401(k) match · 2024
Employer contribution per active participant$303
Median for plans this size$1,313
2024$303 per active participant
2023$322 per active participant
2022$181 per active participant

Carlie Cs Operation Center Inc.'s 2024 employer contribution ran below the $1,313 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 · 20243
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$5,596
BERNARD ROBINSON & CO · Accounting / audit$9,000
EDWARD D JONES AND CO · Consultingindirect comp

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$12,793 · 0.14%
2023$22,476 · 0.27%
2022$11,921 · 0.14%
Same employer
Similar plansRetail Trade · North Carolina
Boone Drugs, Inc. NC$11.2M · 0.08%
Entrust Global Group LLC NC$10.2M · 1.14%
Weaver Street Market NC$9.6M · 0.18%
Old Salem, Inc. NC$9.3M · 0.04%
Cloninger Ford, Inc. NC$9.1M · 0.73%
Schiffman's Inc. NC$8.7M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 561275088 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.