Plan Ledger DOL Form 5500 · updated monthly

Mr. Cartender, Inc.401(k)

MR. CARTENDER, INC. 401(K) PLAN · UVALDE, TX · plan year 2024

Reported admin expense ratio · 2024
0.72%

Mr. Cartender, Inc. reported $3,562 in plan administrative expenses for 2024: 0.72% of average plan assets, below the peer median. 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 0.717%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Texas (5,444th of 5,688), and 5,063rd of 5,215 in retail trade. active participation has grown from 104 to 211 since 2022.

Plan summary
Net assets, end of year$528,189
Participants with balances239
Active participants211
Employer contributions—
Employee contributions$82,481
Employer contribution per active participant—
Average account balance$2,210
Benefits paid to participants$71,793
Plan auditUnmodified (clean) audit opinion
AuditorWHITLEY PENN
Plan history3
Yearassets · accounts · employer contribution
2024$528K · 239 accts
2023$465K · 250 accts · $5 emplr
2022$362K · 236 accts · $20K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,562
Total administrative$3,562
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
ADP, INC. · Loan processing · Recordkeeping$610

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ADP
2023ADP

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$3,562 · 0.72%
2023$3,500 · 0.85%
2022$2,520 · 0.72%
Similar plansRetail Trade · Texas
Tennis Express, LLC TX$678K · 0.91%
Ledge Lounger, Inc. TX$624K · 2.79%
Northwest Petroleum, LP TX$556K · 1.25%
J P & a Holdings LLC TX$400K · 0.95%
Weby Corp TX$330K · 1.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742542411 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.