Plan Ledger DOL Form 5500 · updated monthly

Carrot Fertility, Inc.401(k)

CARROT 401(K) PLAN · MENLO PARK, CA · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Carrot Fertility, Inc. reported $16,232 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1 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 0.04% to 0.08%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 3,407th-largest of 9,483 plans among California employers on file, and the 5,216th of 11,654 in professional & technical services. In 2024, employees put in $9431.67 for every $1.00 the employer contributed; active participation has grown from 331 to 417 since 2022.

Plan summary
Net assets, end of year$21,940,107
Participants with balances471
Active participants417
Employer contributions$525
Employee contributions$4,951,626
Employer contribution per active participant$1
Average account balance$46,582
Benefits paid to participants$3,070,022
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$21.9M · 471 accts · $525 emplr
2023$16.3M · 455 accts · $1K emplr
2022$7.3M · 330 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,084
Investment management$15,148
Total administrative$16,232
The Carrot Fertility, Inc. 401(k) match · 2024
Employer contribution per active participant$1
Median for plans this size$2,416
2024$1 per active participant
2023$3 per active participant

Carrot Fertility, Inc.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$15,148

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

Administrative cost history3
2024$16,232 · 0.08%
2023$8,865 · 0.08%
2022$1,847 · 0.04%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 811995709 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.