Plan Ledger DOL Form 5500 · updated monthly

Carus LLC401(k)

CARUS CAPITAL ACCUMULATION 401(K) PLAN · PERU, IL · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Carus LLC reported $3,382 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,429 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 0.007%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 883rd-largest of 3,702 plans among Illinois employers on file, and the 3,057th of 13,661 in manufacturing. In 2024, employees put in $1.66 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$52,099,068
Participants with balances250
Active participants161
Employer contributions$1,035,147
Employee contributions$1,720,010
Employer contribution per active participant$6,429
Average account balance$208,396
Benefits paid to participants$4,654,816
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$52.1M · 250 accts · $1.0M emplr
2023$47.6M · 263 accts · $965K emplr
2022$41.7M · 266 accts · $769K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,382
Total administrative$3,382
The Carus LLC 401(k) match · 2024
Employer contribution per active participant$6,429
Median for plans this size$2,416
2024$6,429 per active participant
2023$5,960 per active participant
2022$4,660 per active participant

Carus LLC'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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$3,382

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$3,382 · 0.01%
2023$3,369 · 0.01%
2022$3,333 · 0.01%
Same employer
Similar plansManufacturing · Illinois
Fairlife, LLC IL$53.0M · 0.08%
Certified Power, Inc. IL$52.5M · 0.39%
Summus Group LLC IL$52.5M · 0.39%
Tempel Steel Company, LLC IL$51.7M · 0.31%
Transcendia, Inc. IL$51.5M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 360877400 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.