Plan Ledger DOL Form 5500 · updated monthly

Carolina Stalite Company401(k)

CAROLINA STALITE COMPANY 401(K) RETIREMENT PLAN · SALISBURY, NC · plan year 2022

Reported admin expense ratio · 2022
0.46%

Carolina Stalite Company reported $25,311 in plan administrative expenses for 2022: 0.46% 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in North Carolina (1,487th of 2,005), and 11,330th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$4,759,765
Participants with balances88
Active participants94
Employer contributions—
Employee contributions$154,559
Employer contribution per active participant—
Average account balance$54,088
Benefits paid to participants$485,976
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$14,871
Investment management$8,909
Total administrative$25,311
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$25,311 · 0.46%
Similar plansManufacturing · North Carolina
Mas US Holdings Inc NC$4.9M · 0.61%
Aquafil O'Mara, Inc. NC$4.9M · 0.36%
Ksm Castings USA Inc. NC$4.7M · 0.23%
Arcatech Systems, LLC NC$4.5M · 0.92%

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Source: U.S. Department of Labor, Form 5500 series, EIN 561012988 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.