Plan Ledger DOL Form 5500 · updated monthly

Carthage Veterinary Service, LTD.401(k)

CARTHAGE VETERINARY SERVICE LTD PROFIT SHARING PLAN · CARTHAGE, IL · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Carthage Veterinary Service, LTD. reported $37,035 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. Employer contributions averaged $8,477 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 3 years on file its reported administrative ratio has held roughly steady near 0.20%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,694th-largest of 3,702 plans among Illinois employers on file, and the 3,698th of 11,911 in health care & social assistance. In 2024, the employer put in $1.47 for every $1.00 employees contributed themselves; active participation has grown from 96 to 137 since 2022.

Plan summary
Net assets, end of year$20,030,635
Participants with balances182
Active participants137
Employer contributions$1,161,410
Employee contributions$791,223
Employer contribution per active participant$8,477
Average account balance$110,058
Benefits paid to participants$206,190
Plan auditUnmodified (clean) audit opinion
AuditorKERBER, ECK & BRAECKEL LLP
Plan history3
Yearassets · accounts · employer contribution
2024$20.0M · 182 accts · $1.2M emplr
2023$16.5M · 161 accts · $1.1M emplr
2022$13.1M · 153 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,952
Total administrative$37,035
The Carthage Veterinary Service, LTD. 401(k) match · 2024
Employer contribution per active participant$8,477
Median for plans this size$2,416
2024$8,477 per active participant
2023$7,220 per active participant
2022$10,526 per active participant

Carthage Veterinary Service, LTD.'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.

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 · 20244
MARINER LLC · Recordkeeping$20,062
CHARLES SCHWAB & CO · Recordkeeping$63
FUTUREPLAN BY ASCENSUS · Consulting$2,286

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$37,035 · 0.20%
2023$17,636 · 0.12%
2022$29,003 · 0.21%
Same employer
Similar plansHealth Care & Social Assistance · Illinois
Thorek Memorial Hospital IL$20.5M · 0.53%
Cunningham Childrens Home IL$20.1M · 0.26%
Journey Care, Inc. IL$19.5M · 0.44%
Shared Imaging, LLC IL$18.5M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 371077149 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.