Plan Ledger DOL Form 5500 · updated monthly

Carolina Center for Autism Services, LLC401(k)

THE CAROLINA CENTER FOR ABA AND AUTISM TREATMENT 401(K) PLAN · RESEARCH TRIANGLE PARK, NC · plan year 2024

Reported admin expense ratio · 2024
0.64%

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

Carolina Center for Autism Services, LLC reported $8,741 in plan administrative expenses for 2024: 0.64% of average plan assets, above the peer median. Employer contributions averaged $622 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 rose from 0.46% to 0.64%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in North Carolina (1,829th of 2,005), and 10,407th of 11,911 in health care & social assistance. In 2024, employees put in $2.64 for every $1.00 the employer contributed; active participation has shrunk from 245 to 209 since 2022.

Plan summary
Net assets, end of year$1,572,617
Participants with balances176
Active participants209
Employer contributions$129,963
Employee contributions$342,616
Employer contribution per active participant$622
Average account balance$8,935
Benefits paid to participants$236,317
Plan auditUnmodified (clean) audit opinion
AuditorMOWERY & SCHOENFELD, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$1.6M · 176 accts · $130K emplr
2023$1.2M · 164 accts · $131K emplr
2022$569K · 140 accts · $94K emplr
Administrative expenses, itemized · 2024
Investment management$8,741
Total administrative$8,741
The Carolina Center for Autism Services, LLC 401(k) match · 2024
Employer contribution per active participant$622
Median for plans this size$1,313
2024$622 per active participant
2023$711 per active participant
2022$385 per active participant

Carolina Center for Autism Services, LLC's 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
HUMAN INTEREST ADVISOR LLC · Contract administrator · Investment advisory (plan)$8,741

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$8,741 · 0.64%
2023$3,976 · 0.46%
2022$1,828 · 0.46%
Same employer
Similar plansHealth Care & Social Assistance · North Carolina
Robling Medical Inc NC$1.8M · 0.56%
A Caring Alternative, LLC NC$1.5M · 1.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205331603 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.