Plan Ledger DOL Form 5500 · updated monthly

Cary Keisler, Inc.401(k)

STAINLESS STEEL 401(K) PROFIT SHARING PLAN AND TRUST · CARY, NC · plan year 2019

Reported admin expense ratio · 2019
0.86%

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

Cary Keisler, Inc. reported $8,473 in plan administrative expenses for 2019: 0.86% of average plan assets, above the peer median. Employer contributions averaged $301 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 4 years on file its reported administrative ratio rose from 1.02% to 1.11%. The plan sits in the under $1M size bracket, benchmarked here against 102 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in North Carolina (1,873rd of 2,005), and 1,702nd of 2,240 in accommodation & food services. In 2019, employees put in $1.92 for every $1.00 the employer contributed; active participation has shrunk from 125 to 112 since 2018.

Plan summary
Net assets, end of year$1,088,571
Participants with balances21
Active participants112
Employer contributions$33,730
Employee contributions$64,680
Employer contribution per active participant$301
Average account balance$51,837
Benefits paid to participants$40,472
Plan auditDisclaimer of opinion
Plan history5
Yearassets · accounts · employer contribution
2022$597K · 27 accts · $29K emplr
2021$664K · 19 accts · $21K emplr
2020$726K · 21 accts · $28K emplr
2019$1.1M · 21 accts · $34K emplr
2018$882K · 25 accts · $36K emplr
Administrative expenses, itemized · 2019
Recordkeeping & contract admin$8,473
Total administrative$8,473
The Cary Keisler, Inc. 401(k) match · 2019
Employer contribution per active participant$301
Median for plans this size$169
2022$161 per active participant
2021$147 per active participant
2020$166 per active participant
2019$301 per active participant
2018$289 per active participant

Cary Keisler, Inc.'s 2019 employer contribution ran above the $169 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 2019 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history5
2022$6,979 · 1.11%
2021$6,305 · 0.91%
2020$3,975 · 0.44%
2019$8,473 · 0.86%
2018$9,006 · 1.02%
Similar plansAccommodation & Food Services · North Carolina
Triton Restaurants Inc. NC$1.5M · 1.58%
Big Bran NC$1.2M · 2.08%
Ppr Foods, LLC NC$1.1M · 0.06%
Cmc Corporation NC$911K · 1.34%
Fmcj Enterprises, LLC NC$903K · 0.58%

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Source: U.S. Department of Labor, Form 5500 series, EIN 561471246 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.