Plan Ledger DOL Form 5500 · updated monthly

Carolina Case Management and Rehabilitation Services, Inc.401(k)

CAROLINA CASE MANAGEMENT AND REHABILITATION SERVICES, INC. 401 (K) PLAN · RALEIGH, NC · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Carolina Case Management and Rehabilitation Services, Inc. reported $40,684 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $2,831 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 0.25%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 791st-largest of 2,005 plans among North Carolina employers on file, and the 4,062nd of 11,911 in health care & social assistance. In 2024, employees put in $2.37 for every $1.00 the employer contributed; active participation has grown from 105 to 125 since 2022.

Plan summary
Net assets, end of year$17,456,826
Participants with balances115
Active participants125
Employer contributions$353,876
Employee contributions$837,240
Employer contribution per active participant$2,831
Average account balance$151,798
Benefits paid to participants$1,090,821
Plan auditUnmodified (clean) audit opinion
AuditorTHOMAS, JUDY & TUCKER, P.A.
Plan history3
Yearassets · accounts · employer contribution
2024$17.5M · 115 accts · $354K emplr
2023$14.7M · 109 accts · $314K emplr
2022$13.0M · 100 accts · $277K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,384
Investment management$30,000
Trustee / custodial$300
Total administrative$40,684
The Carolina Case Management and Rehabilitation Services, Inc. 401(k) match · 2024
Employer contribution per active participant$2,831
Median for plans this size$2,416
2024$2,831 per active participant
2023$2,904 per active participant
2022$2,642 per active participant

Carolina Case Management and Rehabilitation Services, Inc.'s 2024 employer contribution ran above 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
FIRST CITIZENS BANK · Investment advisory (participants) · Investment advisory (plan)$30,000
THE RETIREMENT PLAN COMPANY$10,684

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$40,684 · 0.25%
2023$39,246 · 0.28%
2022$36,925 · 0.26%
Same employer
Similar plansHealth Care & Social Assistance · North Carolina
Rowan Diagnostic Clinic, PA NC$16.2M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 561939062 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.