Plan Ledger DOL Form 5500 · updated monthly

The Carioca Company401(k)

THE CARIOCA COMPANY RETIREMENT SAVINGS PLAN · PHOENIX, AZ · plan year 2022

Reported admin expense ratio · 2022
0.03%

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

The Carioca Company reported $834 in plan administrative expenses for 2022: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Arizona (1,041st of 1,285), and 4,594th of 5,215 in retail trade.

Plan summary
Net assets, end of year$2,247,288
Participants with balances47
Active participants346
Employer contributions$0
Employee contributions$121,297
Employer contribution per active participant$0
Average account balance$47,815
Benefits paid to participants$117,822
Plan auditDisclaimer of opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$834
Total administrative$834
The The Carioca Company 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$1,114

The Carioca Company's 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$834 · 0.03%
Same employer
Similar plansRetail Trade · Arizona
Alta Cima Corp. AZ$2.8M · 0.11%
Freight Sales, Inc. AZ$2.4M · 0.86%
Zamora Automotive, Inc. AZ$2.1M · 0.81%
Express Home Services LLC AZ$1.8M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860273768 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.