Plan Ledger DOL Form 5500 · updated monthly

Carolina Therapy Services Inc.401(k)

CAROLINA THERAPY SERVICES INC. 401(K) PLAN · DUNN, NC · plan year 2025

Reported admin expense ratio · 2025
0.65%

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

Carolina Therapy Services Inc. reported $72,844 in plan administrative expenses for 2025: 0.65% of average plan assets, higher than ~90% of peers. Employer contributions averaged $779 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 rose from 0.61% to 0.65%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 992nd-largest of 2,005 plans among North Carolina employers on file, and the 5,052nd of 11,911 in health care & social assistance. In 2025, employees put in $3.06 for every $1.00 the employer contributed; active participation has grown from 253 to 305 since 2022.

Plan summary
Net assets, end of year$12,366,173
Participants with balances238
Active participants305
Employer contributions$237,671
Employee contributions$726,828
Employer contribution per active participant$779
Average account balance$51,959
Benefits paid to participants$556,215
Plan auditUnmodified (clean) audit opinion
AuditorKIMBERLIN COMPANY, LLC
Plan history4
Yearassets · accounts · employer contribution
2025$12.4M · 238 accts · $238K emplr
2024$10.0M · 224 accts · $220K emplr
2023$8.6M · 208 accts · $218K emplr
2022$6.9M · 194 accts · $207K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$44,755
Investment management$28,089
Total administrative$72,844
The Carolina Therapy Services Inc. 401(k) match · 2025
Employer contribution per active participant$779
Median for plans this size$2,666
2025$779 per active participant
2024$762 per active participant
2023$771 per active participant
2022$818 per active participant

Carolina Therapy Services Inc.'s 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
JOHN HANCOCK · Recordkeeping · Investment management$1,402
KESTRA ADVISORY SERVICES · Investment advisory (participants)$28,089

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

Recordkeeper by year3
2025John Hancock
2024John Hancock
2023John Hancock

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

Administrative cost history4
2025$72,844 · 0.65%
2024$60,907 · 0.65%
2023$49,622 · 0.64%
2022$46,182 · 0.61%
Same employer
Similar plansHealth Care & Social Assistance · North Carolina
Sandhills Pediatrics, Inc. NC$12.4M · 0.01%
Methodist Home for Children NC$12.4M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 562145102 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.