Plan Ledger DOL Form 5500 · updated monthly

Carr, Riggs & Ingram Capital, LLC401(k)

CARR, RIGGS & INGRAM CAPITAL, LLC 401(K) PLAN & TRUST · ENTERPRISE, AL · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Carr, Riggs & Ingram Capital, LLC reported $171,281 in plan administrative expenses for 2024: 0.05% of average plan assets, below the peer median. Employer contributions averaged $4,247 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 $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other professional & technical services employers. By assets it is the 23rd-largest of 902 plans among Alabama employers on file, and the 455th of 11,654 in professional & technical services. In 2024, employees put in $1.71 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$389,327,135
Participants with balances2,780
Active participants2,526
Employer contributions$10,728,471
Employee contributions$18,383,155
Employer contribution per active participant$4,247
Average account balance$140,046
Benefits paid to participants$29,503,903
Plan auditUnmodified (clean) audit opinion
AuditorBURKETT, BURKETT & BURKETT
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$159,093
Investment management$12,188
Total administrative$171,281
The Carr, Riggs & Ingram Capital, LLC 401(k) match · 2024
Employer contribution per active participant$4,247
Median for plans this size$4,294

Carr, Riggs & Ingram Capital, LLC's 2024 employer contribution ran below 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 · 20241
JOHN HANCOCK · Recordkeeping · Loan processing$171,281

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

Administrative cost history1
2024$171,281 · 0.05%
Similar plansProfessional & Technical Services · Alabama
Adtran, Inc AL$428.5M · 0.06%
Maynard Nexsen, PC AL$409.8M · 0.00%
Burr & Forman LLP AL$399.4M · 0.05%
Erc, Inc. AL$358.9M · 0.14%
Carr, Riggs & Ingram, LLC AL$328.2M · 0.05%
Axient, LLC AL$318.8M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 461688198 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.