Plan Ledger DOL Form 5500 · updated monthly

Caroline Center, Inc. Employees Savings Trust401(k)

CAROLINE CENTER, INC. EMPLOYEES SAVINGS TRUST · RIDGELY, MD · plan year 2022

Reported admin expense ratio · 2022
0.18%

Caroline Center, Inc. Employees Savings Trust reported $2,700 in plan administrative expenses for 2022: 0.18% 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 health care & social assistance employers. By assets it is among the smaller plans on file in Maryland (1,570th of 1,671), and 10,548th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$1,402,490
Participants with balances59
Active participants92
Employer contributions—
Employee contributions$82,920
Employer contribution per active participant—
Average account balance$23,771
Benefits paid to participants$4,012
Plan auditUnmodified (clean) audit opinion
AuditorMAYER HOFFMAN MCCANN, P.C.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,700
Total administrative$2,700
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$2,700 · 0.18%
Similar plansHealth Care & Social Assistance · Maryland
Total Care Services Inc MD$1.5M · 1.36%
Hope Health Systems Inc. MD$1.4M · 0.94%
Interfaith Works, Inc. MD$1.3M · 0.76%
Optimal Health Care, Inc. MD$1.2M · 1.64%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521019072 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.