Carroll Distributing & Construction Supply, Inc.ESOP
CARROLL DISTRIBUTING & CONSTRUCTION SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP PLAN · OTTUMWA, IA · plan year 2024
Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works
Carroll Distributing & Construction Supply, Inc. reported $732 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,537 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 0.004% to 0.002%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 252nd-largest of 878 plans among Iowa employers on file, and the 868th of 5,215 in retail trade. active participation has grown from 267 to 333 since 2022.
Carroll Distributing & Construction Supply, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 421190085 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.