Plan Ledger DOL Form 5500 · updated monthly

Cartessa Aesthetics LLC401(k)

CARTESSA 401(K) PLAN · MELVILLE, NY · plan year 2023

Reported admin expense ratio · 2023
0.44%

Cartessa Aesthetics LLC reported $9,412 in plan administrative expenses for 2023: 0.44% of average plan assets, below the peer median. 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 1 year on file its reported administrative ratio fell from 0.56% to 0.44%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in New York (4,932nd of 5,648), and 4,379th of 5,215 in retail trade.

Plan summary
Net assets, end of year$2,896,423
Participants with balances192
Active participants186
Employer contributions—
Employee contributions$907,053
Employer contribution per active participant—
Average account balance$15,086
Benefits paid to participants$272,593
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$2.9M · 192 accts
2022$1.4M · 176 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$9,412
Total administrative$9,412
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 · 20231
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$9,412

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

Administrative cost history2
2023$9,412 · 0.44%
2022$5,374 · 0.56%
Similar plansRetail Trade · New York
Pair Eyewear Inc NY$2.9M · 0.51%
Dennis & Co AG LLC NY$2.8M · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 815265943 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.