Plan Ledger DOL Form 5500 · updated monthly

Carton Service Csi, LLC401(k)

CARTON SERVICE CSI, LLC 401(K) PLAN · SHELBY, OH · plan year 2023

Reported admin expense ratio · 2023
0.04%

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

Carton Service Csi, LLC reported $5,961 in plan administrative expenses for 2023: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,087 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 0.02% to 0.05%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,630th-largest of 3,295 plans among Ohio employers on file, and 7,214th of 13,661 in manufacturing. In 2023, employees put in $4.48 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,592,086
Participants with balances112
Active participants107
Employer contributions$116,315
Employee contributions$521,610
Employer contribution per active participant$1,087
Average account balance$130,286
Benefits paid to participants$1,023,193
Plan auditUnmodified (clean) audit opinion
AuditorREA & ASSOCIATES, INC.
Plan history3
Yearassets · accounts · employer contribution
2024$13.7M · 97 accts · $101K emplr
2023$14.6M · 112 accts · $116K emplr
2022$13.0M · 100 accts · $123K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$1,450
Investment management$4,161
Total administrative$5,961
The Carton Service Csi, LLC 401(k) match · 2023
Employer contribution per active participant$1,087
Median for plans this size$2,440
2024$981 per active participant
2023$1,087 per active participant
2022$1,106 per active participant

Carton Service Csi, LLC's 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
VOYA RETIREMENT INSURANCE & ANNUITY · Investment advisory (participants)$3,881

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$7,305 · 0.05%
2023$5,961 · 0.04%
2022$2,817 · 0.02%
Same employer
Similar plansManufacturing · Ohio
Ssp Fittings Corp. OH$14.6M · 0.42%
Axium Packaging, LLC OH$14.6M · 0.30%
Aco, Inc. OH$14.6M · 0.41%
Organized Living, Inc. OH$14.6M · 0.23%
S.P. Company, Inc. OH$14.5M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 813781387 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.