Plan Ledger DOL Form 5500 · updated monthly

Carrolton Facility Management, LLC401(k)

CARROLTON FACILITY MANAGEMENT 401(K) PLAN · ROCKY MOUNT, NC · plan year 2022

Reported admin expense ratio · 2022
1.45%

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

Carrolton Facility Management, LLC reported $4,551 in plan administrative expenses for 2022: 1.45% of average plan assets, above the peer median. Employer contributions averaged $107 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in North Carolina (1,960th of 2,005), and 11,510th of 11,911 in health care & social assistance. In 2022, employees put in $5.54 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$363,945
Participants with balances72
Active participants257
Employer contributions$27,440
Employee contributions$152,079
Employer contribution per active participant$107
Average account balance$5,055
Benefits paid to participants$28,579
Plan auditUnmodified (clean) audit opinion
AuditorTHOMAS, JUDY & TUCKER, P.A.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$4,551
Total administrative$4,551
The Carrolton Facility Management, LLC 401(k) match · 2022
Employer contribution per active participant$107
Median for plans this size$331

Carrolton Facility Management, LLC's 2022 employer contribution ran below the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$4,551 · 1.45%
Same employer
Similar plansHealth Care & Social Assistance · North Carolina
Sunrise Home Care Inc NC$382K · 1.94%
Keneri, LLC NC$371K · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 852506807 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.