Plan Ledger DOL Form 5500 · updated monthly

Carrefour Associates, L.L.C.401(k)

CARREFOUR ASSOCIATES, L.L.C. PROFIT SHARING 401(K) PLAN · TULSA, OK · plan year 2023

Reported admin expense ratio · 2023
0.56%

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

Carrefour Associates, L.L.C. reported $141,097 in plan administrative expenses for 2023: 0.56% of average plan assets, higher than ~75% of peers. Employer contributions averaged $342 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 rose from 0.54% to 0.57%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other administrative & support services employers. By assets it is the 195th-largest of 724 plans among Oklahoma employers on file, and the 494th of 2,534 in administrative & support services. In 2023, employees put in $6.36 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$26,596,209
Participants with balances781
Active participants940
Employer contributions$321,914
Employee contributions$2,047,102
Employer contribution per active participant$342
Average account balance$34,054
Benefits paid to participants$3,647,822
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$26.4M · 722 accts · $317K emplr
2023$26.6M · 781 accts · $322K emplr
2022$24.0M · 830 accts · $353K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$88,990
Investment management$52,107
Total administrative$141,097
The Carrefour Associates, L.L.C. 401(k) match · 2023
Employer contribution per active participant$342
Median for plans this size$2,440
2024$495 per active participant
2023$342 per active participant
2022$344 per active participant

Carrefour Associates, L.L.C.'s 2023 employer contribution ran below the $2,440 median for plans its size, in the bottom quarter of its peers. 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
ASCENSUS LLC · Loan processing · Recordkeeping$88,990
MERRILL LYNCH RETIREMENT & BENEFIT · Investment advisory (plan)$52,107

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$151,101 · 0.57%
2023$141,097 · 0.56%
2022$142,926 · 0.54%
Same employer
Similar plansAdministrative & Support Services · Oklahoma
Thrive Partners, LLC OK$55.0M · 0.74%
The Funk Companies OK$18.7M · 0.54%
Choctaw Global, LLC OK$12.8M · 0.74%

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Source: U.S. Department of Labor, Form 5500 series, EIN 731493074 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.