401k Record

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Carey International 401(k)

Recordkeeping fees per participant · Carey International Inc 401(k) Retirement Plan · plan year 2024

$19.48

Higher than 19% of the 14,075 plans $10 to 50M that report it.

Source

= $13,595 / 698
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250911112045NAL0001075250003, received 2025-09-11
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250911112045NAL0001075250003, received 2025-09-11

10th: $10.53median $83.9490th: $217.08

Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-11.

Cost and contributions

Administrative expenses excluding investment management, per participant

$19.48

10th: $15.36median $118.8890th: $340.63

Higher than 13% of the 24,371 plans $10 to 50M that report it.

Source

= $13,595 / 698
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250911112045NAL0001075250003, received 2025-09-11
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250911112045NAL0001075250003, received 2025-09-11

Administrative expenses per participant

$19.49

10th: $26.86median $197.2590th: $456.10

Higher than 7% of the 25,098 plans $10 to 50M that report it.

Source

= $13,602 / 698
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250911112045NAL0001075250003, received 2025-09-11
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250911112045NAL0001075250003, received 2025-09-11

Administrative expenses as a share of assets

0.054%

10th: 0.035%median 0.289%90th: 0.599%

Higher than 14% of the 25,132 plans $10 to 50M that report it.

Source

= $13,602 / $25,052,257
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250911112045NAL0001075250003, received 2025-09-11
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250911112045NAL0001075250003, received 2025-09-11

Employer contributions per participant

$430

10th: $664median $2,07490th: $4,751

Higher than 5% of the 24,050 plans $10 to 50M that report it.

Source

= $299,904 / 698
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250911112045NAL0001075250003, received 2025-09-11
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250911112045NAL0001075250003, received 2025-09-11

Employer share of total contributions

14.7%

10th: 13.1%median 27.9%90th: 45.2%

Higher than 13% of the 24,084 plans $10 to 50M that report it.

Source

= $299,904 / $2,046,555
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250911112045NAL0001075250003, received 2025-09-11
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250911112045NAL0001075250003, received 2025-09-11

Plan terms, as stated in Carey International, Inc.'s SEC filings

Plan terms are described in Carey International, Inc.'s SEC filings: Form 10-K filed 2000-02-28. No term could be quoted from them with the required precision.

Plan features

2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250911112045NAL0001075250003, received 2025-09-11

Full record, Carey International Inc 401(k) Retirement Plan

FieldValueSource
Plan sponsorCAREY INTERNATIONAL, INC.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250911112045NAL0001075250003, received 2025-09-11
Plan nameCAREY INTERNATIONAL INC 401(K) RETIREMENT PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20250911112045NAL0001075250003, received 2025-09-11
Sponsor EIN / plan number52-1171965 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250911112045NAL0001075250003, received 2025-09-11
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250911112045NAL0001075250003, received 2025-09-11
Sponsor locationFREDERICK, MDForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250911112045NAL0001075250003, received 2025-09-11
Industry (business code)485320, Transportation and warehousingForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20250911112045NAL0001075250003, received 2025-09-11
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250911112045NAL0001075250003, received 2025-09-11
Filing received2025-09-11Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250911112045NAL0001075250003, received 2025-09-11
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250911112045NAL0001075250003, received 2025-09-11
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20250911112045NAL0001075250003, received 2025-09-11
Participants, beginning of year614Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250911112045NAL0001075250003, received 2025-09-11
Active participants329Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250911112045NAL0001075250003, received 2025-09-11
Participants, end of year698Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250911112045NAL0001075250003, received 2025-09-11
Participants with an account balance698Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250911112045NAL0001075250003, received 2025-09-11
Total assets, beginning of year$25,251,450Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250911112045NAL0001075250003, received 2025-09-11
Total assets, end of year$25,052,257Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250911112045NAL0001075250003, received 2025-09-11
Net assets, end of year$25,052,257Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250911112045NAL0001075250003, received 2025-09-11
Total income$5,247,781Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250911112045NAL0001075250003, received 2025-09-11
Net income$-199,193Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250911112045NAL0001075250003, received 2025-09-11
Employer contributions$299,904Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250911112045NAL0001075250003, received 2025-09-11
Participant contributions$1,644,171Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250911112045NAL0001075250003, received 2025-09-11
Other contributions (incl. rollovers)$102,480Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250911112045NAL0001075250003, received 2025-09-11
Total contributions$2,046,555Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250911112045NAL0001075250003, received 2025-09-11
Benefit payments$5,435,144Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250911112045NAL0001075250003, received 2025-09-11
Total expenses (incl. benefit payments)$5,446,974Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250911112045NAL0001075250003, received 2025-09-11
Total administrative expenses$13,602Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250911112045NAL0001075250003, received 2025-09-11
Recordkeeping fees$13,595Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250911112045NAL0001075250003, received 2025-09-11
Investment advisory and management fees$7Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250911112045NAL0001075250003, received 2025-09-11
Administrative expenses excluding investment management$13,595derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250911112045NAL0001075250003, received 2025-09-11
Held in mutual funds$23,183,527Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250911112045NAL0001075250003, received 2025-09-11
Independent auditorCITRIN COOPERMAN & COMPANY, LLPSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250911112045NAL0001075250003, received 2025-09-11

Position = column in the DOL layout for form year 2024. Filing 20250911112045NAL0001075250003, received 2025-09-11.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
FIDELITY INVESTMENTS INSTITUTIONALrecordkeeperRECORDKEEPER 37 Participant loan processing; 64 Recordkeeping fees; 65 Account maintenance fees $13,595yes

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250911112045NAL0001075250003, received 2025-09-11.

What changed since the 2023 plan year

Figure20232024Change
Total assets$25,251,450$25,052,257-0.8%
Participants with a balance61469813.7%
Administrative expenses$5,267$13,602158.2%
Recordkeeping fees per participant$8.58$19.48127.1%
Employer contributions$250,998$299,90419.5%

Prior filing 20240729173159NAL0012776339004, received 2024-07-29; the plan years are contiguous.

Alerts, claims and corrections

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Sponsor name as filed: CAREY INTERNATIONAL, INC.; SEC registrant: CAREY INTERNATIONAL INC (CIK 747201, matched by EIN).