Cary Street Partners Financial LLC401(k)

Cary Street Partners Financial LLC's 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $21,629,954 across 160 participant accounts, with employer contributions averaging $3,366 per active participant. See methodology for what Form 5500 does and doesn't capture.

Across the 2 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 finance & insurance employers. By assets it is the 946th-largest of 2,266 plans among Virginia employers on file, and 2,931st of 4,798 in finance & insurance. In 2024, employees put in $4.02 for every $1.00 the employer contributed; active participation has grown from 138 to 161 since 2022.