Plan Ledger DOL Form 5500 · updated monthly

Carol House Furniture, Inc.401(k)

CAROL HOUSE FURNITURE, INC. 401(K) PROFIT SHARING PLAN · MARYLAND HEIGHTS, MO · plan year 2024

Reported admin expense ratio · 2024
0.40%

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

Carol House Furniture, Inc. reported $58,215 in plan administrative expenses for 2024: 0.40% of average plan assets, above the peer median. Employer contributions averaged $2,353 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 fell from 0.44% to 0.40%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Missouri (710th of 1,393), and the 1,927th of 5,215 in retail trade. In 2024, employees put in $1.42 for every $1.00 the employer contributed; active participation has shrunk from 125 to 101 since 2022.

Plan summary
Net assets, end of year$14,795,828
Participants with balances121
Active participants101
Employer contributions$237,646
Employee contributions$336,317
Employer contribution per active participant$2,353
Average account balance$122,280
Benefits paid to participants$1,415,177
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.8M · 121 accts · $238K emplr
2023$14.1M · 117 accts · $269K emplr
2022$12.8M · 124 accts · $298K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,809
Investment management$42,406
Total administrative$58,215
The Carol House Furniture, Inc. 401(k) match · 2024
Employer contribution per active participant$2,353
Median for plans this size$2,416
2024$2,353 per active participant
2023$2,424 per active participant
2022$2,381 per active participant

Carol House Furniture, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20242
NEWPORT GROUP, INC. · Recordkeeping · Consulting$15,809
THE COMMERCE TRUST COMPANY · Investment advisory (plan)$42,406

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

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

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

Administrative cost history3
2024$58,215 · 0.40%
2023$57,186 · 0.42%
2022$63,987 · 0.44%
Same employer
Similar plansRetail Trade · Missouri
Dfm Investment, Co. MO$17.1M · 0.50%
Black & McDonald, Inc. MO$15.5M · 0.58%
Southland Imports, Inc. MO$13.6M · 0.50%
Rw Supply and Design, LLC MO$13.1M · 0.45%
Russell Cellular, Inc. MO$12.2M · 1.88%

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Source: U.S. Department of Labor, Form 5500 series, EIN 430957922 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.