Plan Ledger DOL Form 5500 · updated monthly

Carr Supply Co.401(k)

CARR SUPPLY 401(K) PROFIT SHARING PLAN · DAYTON, OH · plan year 2020

Reported admin expense ratio · 2020
0.59%

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

Carr Supply Co. reported $39,369 in plan administrative expenses for 2020: 0.59% of average plan assets, above the peer median. Employer contributions averaged $962 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 $1M–$10M size bracket, benchmarked here against 294 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Ohio (2,258th of 3,295), and 3,314th of 4,246 in wholesale trade. In 2020, employees put in $2.17 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,309,398
Participants with balances139
Active participants222
Employer contributions$213,541
Employee contributions$462,964
Employer contribution per active participant$962
Average account balance$52,586
Benefits paid to participants$223,744
Plan auditDisclaimer of opinion
AuditorBRADY, WARE & SCHOENFELD, INC.
Administrative expenses, itemized · 2020
Investment management$375
Total administrative$39,369
The Carr Supply Co. 401(k) match · 2020
Employer contribution per active participant$962
Median for plans this size$893

Carr Supply Co.'s 2020 employer contribution ran above the $893 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 2020 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2020$39,369 · 0.59%
Similar plansWholesale Trade · Ohio
K & M International, Inc. OH$8.2M · 0.10%
Holman Motors, Inc. OH$7.7M · 0.52%
Tsc Apparel LLC OH$6.8M · 0.06%
The Noco Company OH$6.4M · 0.76%
Nwo Beverage, Inc. OH$6.4M · 0.64%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 461858691 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.