Carney Management Company, Inc.401(k)
BERNARDI AUTO GROUP RETIREMENT PLAN · FRAMINGHAM, MA · plan year 2024
Carney Management Company, Inc. reported $72,454 in plan administrative expenses for 2024: 0.28% 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 2 years on file its reported administrative ratio rose from 0.18% to 0.28%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other management of companies employers. By assets it is the 1,078th-largest of 2,726 plans among Massachusetts employers on file, and the 386th of 786 in management of companies.
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.
This plan has changed recordkeepers within these filings. If you left Carney Management Company, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).
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Source: U.S. Department of Labor, Form 5500 series, EIN 042901650 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.