Plan Ledger DOL Form 5500 · updated monthly

Cellcarta US Holdco Inc.401(k)

CELLCARTA 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Cellcarta US Holdco Inc. reported $17,050 in plan administrative expenses for 2024: 0.14% of average plan assets, below the peer median. Employer contributions averaged $4,493 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 0.10% to 0.14%. 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 among the smaller plans on file in New York (3,220th of 5,648), and the 4,941st of 11,911 in health care & social assistance. In 2024, employees put in $2.04 for every $1.00 the employer contributed; active participation has shrunk from 261 to 177 since 2022.

Plan summary
Net assets, end of year$12,861,214
Participants with balances267
Active participants177
Employer contributions$795,329
Employee contributions$1,624,121
Employer contribution per active participant$4,493
Average account balance$48,169
Benefits paid to participants$2,629,147
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.9M · 267 accts · $795K emplr
2023$10.9M · 311 accts · $1.0M emplr
2022$6.8M · 287 accts · $852K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,365
Audit (IQPA)$6,685
Total administrative$17,050
The Cellcarta US Holdco Inc. 401(k) match · 2024
Employer contribution per active participant$4,493
Median for plans this size$2,416
2024$4,493 per active participant
2023$4,048 per active participant
2022$3,264 per active participant

Cellcarta US Holdco Inc.'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 · 20242
JPMORGAN INVEST HOLDINGS LLC$10,365
CARON & BLETZER, PLLC · Accounting / audit · Investment advisory (plan)$6,685

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$17,050 · 0.14%
2023$22,812 · 0.26%
2022$4,304 · 0.10%
Similar plansHealth Care & Social Assistance · New York
Community Access, Inc. NY$12.7M · 0.30%
Little Falls Hospital NY$12.7M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 844443460 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.