Plan Ledger DOL Form 5500 · updated monthly

Carollo Engineers, Inc.401(k)

CAROLLO ENGINEERS, INC. 401(K) PROFIT SHARING PLAN · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Carollo Engineers, Inc. reported $161,307 in plan administrative expenses for 2024: 0.04% of average plan assets, below the peer median. Employer contributions averaged $4,348 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 2 years on file its reported administrative ratio fell from 0.05% to 0.04%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other professional & technical services employers. By assets it is the 40th-largest of 1,285 plans among Arizona employers on file, and the 442nd of 11,654 in professional & technical services. In 2024, employees put in $3.09 for every $1.00 the employer contributed; active participation has grown from 1,312 to 1,519 since 2022.

Plan summary
Net assets, end of year$398,195,431
Participants with balances1,917
Active participants1,519
Employer contributions$6,604,087
Employee contributions$20,392,631
Employer contribution per active participant$4,348
Average account balance$207,718
Benefits paid to participants$26,228,554
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$398.2M · 1,917 accts · $6.6M emplr
2023$341.9M · 1,745 accts · $6.1M emplr
2022$276.0M · 1,648 accts · $5.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$74,374
Investment management$86,933
Total administrative$161,307
The Carollo Engineers, Inc. 401(k) match · 2024
Employer contribution per active participant$4,348
Median for plans this size$4,294
2024$4,348 per active participant
2023$4,415 per active participant
2022$3,841 per active participant

Carollo Engineers, Inc.'s 2024 employer contribution ran above the $4,294 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.

Service providers · 20242
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$86,933
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$76,865

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

Administrative cost history3
2024$161,307 · 0.04%
2023$166,248 · 0.05%
2022$156,623 · 0.05%
Same employer
Similar plansProfessional & Technical Services · Arizona
Gen Digital Inc. AZ$1.1B · 0.04%
Godaddy.com, LLC AZ$641.6M · 0.09%
Snell & Wilmer L.L.P. AZ$587.6M · 0.03%
Tandem Management, LLC AZ$309.9M · 0.42%
Lifestance Health, Inc. AZ$295.4M · 0.06%
Fennemore Craig P.C. AZ$265.8M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860899222 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.