Plan Ledger DOL Form 5500 · updated monthly

Carolina Designs Realty, Inc.401(k)

CAROLINA DESIGNS REALTY 401(K) PLAN · KITTY HAWK, NC · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Carolina Designs Realty, Inc. reported $291 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $796 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 1,109 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in North Carolina (1,903rd of 2,005), and 1,995th of 2,096 in real estate & leasing. In 2024, employees put in $1.67 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$828,956
Participants with balances127
Active participants243
Employer contributions$193,355
Employee contributions$322,899
Employer contribution per active participant$796
Average account balance$6,527
Benefits paid to participants$11,124
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20
Investment management$271
Total administrative$291
The Carolina Designs Realty, Inc. 401(k) match · 2024
Employer contribution per active participant$796
Median for plans this size$540

Carolina Designs Realty, Inc.'s 2024 employer contribution ran above the $540 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.

Administrative cost history1
2024$291 · 0.04%
Similar plansReal Estate & Leasing · North Carolina
The Dilweg Companies LLC NC$2.3M · 0.02%
Wellington Advisors LLC NC$1.0M · 1.03%
Clipper Realty, LP NY$846K · 0.62%

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Source: U.S. Department of Labor, Form 5500 series, EIN 561605439 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.