Plan Ledger DOL Form 5500 · updated monthly

Carlyle Senior Care Management Company, Inc.401(k)

CARLYLE SENIOR CARE RETIREMENT SAVINGS PLAN · FLORENCE, SC · plan year 2022

Reported admin expense ratio · 2022
0.51%

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

Carlyle Senior Care Management Company, Inc. reported $572 in plan administrative expenses for 2022: 0.51% of average plan assets, below the peer median. Employer contributions averaged $25 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in South Carolina (800th of 807), and 11,736th of 11,911 in health care & social assistance. In 2022, employees put in $6.92 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$135,990
Participants with balances24
Active participants395
Employer contributions$9,772
Employee contributions$67,660
Employer contribution per active participant$25
Average account balance$5,666
Benefits paid to participants$12,536
Plan auditDisclaimer of opinion
AuditorSCHOMYER & COMPANY LLC
Administrative expenses, itemized · 2022
Professional / advisory$572
Total administrative$572
The Carlyle Senior Care Management Company, Inc. 401(k) match · 2022
Employer contribution per active participant$25
Median for plans this size$331

Carlyle Senior Care Management Company, Inc.'s 2022 employer contribution ran below the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$572 · 0.51%
Similar plansHealth Care & Social Assistance · South Carolina
Florence Ck SC$283K · 1.16%
3 Hearts LLC SC$278K · 1.82%
First Priority, Inc. SC$249K · 1.01%
Oaks of Orangeburg LLC SC$226K · 0.97%
A-1 Nursing Care, Inc OH$140K · 1.00%
Melody Cares Inc MN$137K · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 570950303 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.