Plan Ledger DOL Form 5500 · updated monthly

Cartesian, Inc.401(k)

CARTESIAN 401(K) / PROFIT SHARING PLAN · OVERLAND PARK, KS · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Cartesian, Inc. reported $36,493 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $3,878 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 0.20% to 0.22%. 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 337th-largest of 828 plans among Kansas employers on file, and 6,080th of 11,654 in professional & technical services. In 2024, employees put in $3.40 for every $1.00 the employer contributed; active participation has grown from 65 to 76 since 2022.

Plan summary
Net assets, end of year$17,214,926
Participants with balances155
Active participants76
Employer contributions$294,690
Employee contributions$1,003,057
Employer contribution per active participant$3,878
Average account balance$111,064
Benefits paid to participants$1,968,788
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.2M · 155 accts · $295K emplr
2023$15.9M · 145 accts · $250K emplr
2022$14.0M · 145 accts · $194K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,946
Investment management$34,547
Total administrative$36,493
The Cartesian, Inc. 401(k) match · 2024
Employer contribution per active participant$3,878
Median for plans this size$2,416
2024$3,878 per active participant
2023$3,670 per active participant
2022$2,987 per active participant

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

Service providers · 20242
KESTRA ADVISORY SERVICES · Recordkeeping · Trustee$34,547
ADP, INC. · Loan processing · Recordkeeping$1,946

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

Recordkeeper by year2
2024ADP, KESTRA ADVISORY SERVICES
2023ADP, KESTRA ADVISORY SERVICES

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

Administrative cost history3
2024$36,493 · 0.22%
2023$35,212 · 0.24%
2022$34,024 · 0.20%
Similar plansProfessional & Technical Services · Kansas
Integris Bioservices, LLC KS$17.9M · 0.28%
Argus Consulting, Inc. KS$16.9M · 0.25%
Protect LLC KS$15.7M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 481129619 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.