Plan Ledger DOL Form 5500 · updated monthly

Carlson Environmental Consultants, PC401(k)

CARLSON ENVIRONMENTAL CONSULTANTS, PC 401(K) PLAN · MONROE, NC · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

Carlson Environmental Consultants, PC reported $26,366 in plan administrative expenses for 2024: 0.39% of average plan assets, below the peer median. Employer contributions averaged $2,296 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 North Carolina (1,277th of 2,005), and 8,907th of 11,654 in professional & technical services. In 2024, employees put in $1.81 for every $1.00 the employer contributed; active participation has grown from 154 to 184 since 2022.

Plan summary
Net assets, end of year$7,394,511
Participants with balances179
Active participants184
Employer contributions$422,467
Employee contributions$765,495
Employer contribution per active participant$2,296
Average account balance$41,310
Benefits paid to participants$696,939
Plan auditUnmodified (clean) audit opinion
AuditorMURRAY GROUP CPA PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$7.4M · 179 accts · $422K emplr
2023$6.0M · 161 accts · $416K emplr
2022$4.2M · 169 accts · $333K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,825
Investment management$10,691
Total administrative$26,366
The Carlson Environmental Consultants, PC 401(k) match · 2024
Employer contribution per active participant$2,296
Median for plans this size$1,313
2024$2,296 per active participant
2023$2,200 per active participant
2022$2,160 per active participant

Carlson Environmental Consultants, PC's 2024 employer contribution ran above 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 · 20245
LPL FINANCIAL · Investment management$9,958
BLUE SKY 401(K) SPECIALISTS INC · Contract administrator$2,850
EMPOWER ADVISORY GROUP, LLC · Investment management$733

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$26,366 · 0.39%
2023Not separately reported
2022Not separately reported
Same employer
Similar plansProfessional & Technical Services · North Carolina
Rs&A, Inc. NC$7.7M · 0.08%
Huseby, LLC NC$7.6M · 0.85%
Avid Solutions, Inc. NC$7.4M · 0.05%
Highmark Companies NC$7.4M · 0.67%
Velocitor Solutions, LLC NC$7.1M · 1.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200471138 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.