Plan Ledger DOL Form 5500 · updated monthly

Carolina Waste Group401(k)

CAROLINA WASTE GROUP LLC 401K PROFIT SHARING PLAN & TRUST · DALLAS, NC · plan year 2025

Reported admin expense ratio · 2025
0.77%

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

Carolina Waste Group reported $2,001 in plan administrative expenses for 2025: 0.77% of average plan assets, below the peer median. Employer contributions averaged $719 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 55 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in North Carolina (1,976th of 2,005), and 3,236th of 3,341 in other services. In 2025, employees put in $1.78 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$258,293
Participants with balances43
Active participants46
Employer contributions$33,094
Employee contributions$58,942
Employer contribution per active participant$719
Average account balance$6,007
Benefits paid to participants$53,869
Plan auditUnmodified (clean) audit opinion
The Carolina Waste Group 401(k) match · 2025
Employer contribution per active participant$719
Median for plans this size$472

Carolina Waste Group's 2025 employer contribution ran above the $472 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
PAYCHEX INC · Investment advisory (participants)$1,976

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

Administrative cost history1
2025$2,001 · 0.77%
Similar plansOther Services · North Carolina
Squared Away Partners LLC NC$832K · 0.50%
2U Laundry, Inc. NC$614K · 0.25%
Magic One LLC NC$273K · 2.61%
Dealer Prep Services NC$243K · 0.79%
Funston Company Inc NC$70K · 0.41%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 851015728 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.