401k Record

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Cartesian 401(k)

Recordkeeping fees per participant · Cartesian 401(k) / Profit Sharing Plan · plan year 2024

$12.55

Higher than 12% of the 14,075 plans $10 to 50M that report it.

Source

= $1,946 / 155
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250708051026NAL0004397873001, received 2025-07-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250708051026NAL0004397873001, received 2025-07-08

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 2025-07-08.

Cost and contributions

Administrative expenses excluding investment management, per participant

$12.55

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

Higher than 8% of the 24,371 plans $10 to 50M that report it.

Source

= $1,946 / 155
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250708051026NAL0004397873001, received 2025-07-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250708051026NAL0004397873001, received 2025-07-08

Administrative expenses per participant

$235.44

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

Higher than 59% of the 25,098 plans $10 to 50M that report it.

Source

= $36,493 / 155
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250708051026NAL0004397873001, received 2025-07-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250708051026NAL0004397873001, received 2025-07-08

Administrative expenses as a share of assets

0.212%

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

Higher than 37% of the 25,132 plans $10 to 50M that report it.

Source

= $36,493 / $17,214,926
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250708051026NAL0004397873001, received 2025-07-08
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250708051026NAL0004397873001, received 2025-07-08

Employer contributions per participant

$1,901

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

Higher than 45% of the 24,050 plans $10 to 50M that report it.

Source

= $294,690 / 155
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250708051026NAL0004397873001, received 2025-07-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250708051026NAL0004397873001, received 2025-07-08

Employer share of total contributions

22.7%

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

Higher than 32% of the 24,084 plans $10 to 50M that report it.

Source

= $294,690 / $1,297,747
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250708051026NAL0004397873001, received 2025-07-08
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250708051026NAL0004397873001, received 2025-07-08

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

Plan terms are described in Cartesian, Inc.'s SEC filings: Form 10-K filed 2018-03-30. 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 · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250708051026NAL0004397873001, received 2025-07-08

Full record, Cartesian 401(k) / Profit Sharing Plan

FieldValueSource
Plan sponsorCARTESIAN, INC.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250708051026NAL0004397873001, received 2025-07-08
Plan nameCARTESIAN 401(K) / PROFIT SHARING PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20250708051026NAL0004397873001, received 2025-07-08
Sponsor EIN / plan number48-1129619 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250708051026NAL0004397873001, received 2025-07-08
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250708051026NAL0004397873001, received 2025-07-08
Sponsor locationOVERLAND PARK, KSForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250708051026NAL0004397873001, received 2025-07-08
Industry (business code)541600, Professional, scientific, and technical servicesForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20250708051026NAL0004397873001, received 2025-07-08
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250708051026NAL0004397873001, received 2025-07-08
Filing received2025-07-08Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250708051026NAL0004397873001, received 2025-07-08
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250708051026NAL0004397873001, received 2025-07-08
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20250708051026NAL0004397873001, received 2025-07-08
Participants, beginning of year149Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250708051026NAL0004397873001, received 2025-07-08
Active participants76Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250708051026NAL0004397873001, received 2025-07-08
Participants, end of year158Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250708051026NAL0004397873001, received 2025-07-08
Participants with an account balance155Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250708051026NAL0004397873001, received 2025-07-08
Total assets, beginning of year$15,882,248Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250708051026NAL0004397873001, received 2025-07-08
Total assets, end of year$17,214,926Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250708051026NAL0004397873001, received 2025-07-08
Net assets, end of year$17,214,926Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250708051026NAL0004397873001, received 2025-07-08
Total income$3,337,959Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250708051026NAL0004397873001, received 2025-07-08
Net income$1,332,678Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250708051026NAL0004397873001, received 2025-07-08
Employer contributions$294,690Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250708051026NAL0004397873001, received 2025-07-08
Participant contributions$1,003,057Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250708051026NAL0004397873001, received 2025-07-08
Total contributions$1,297,747Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250708051026NAL0004397873001, received 2025-07-08
Benefit payments$1,968,788Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250708051026NAL0004397873001, received 2025-07-08
Total expenses (incl. benefit payments)$2,005,281Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250708051026NAL0004397873001, received 2025-07-08
Total administrative expenses$36,493Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250708051026NAL0004397873001, received 2025-07-08
Recordkeeping fees$1,946Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250708051026NAL0004397873001, received 2025-07-08
Investment advisory and management fees$34,547Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250708051026NAL0004397873001, received 2025-07-08
Administrative expenses excluding investment management$1,946derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250708051026NAL0004397873001, received 2025-07-08
Held in common/collective trusts$15,623,958Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250708051026NAL0004397873001, received 2025-07-08
Held in mutual funds$1,496,652Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250708051026NAL0004397873001, received 2025-07-08
Independent auditorPICKETT CHANEY & MCMULLEN LLPSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250708051026NAL0004397873001, received 2025-07-08

Position = column in the DOL layout for form year 2024. Filing 20250708051026NAL0004397873001, received 2025-07-08.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
KESTRA ADVISORY SERVICESrecordkeeperINVESTMENT/FINANCIAL ADVI 15 Recordkeeping and information management; 21 Trustee (bank, trust company or similar); 49 Other services; 50 Direct payment from the plan; 64 Recordkeeping fees; 99 Other fees $34,547no
ADP, INC.recordkeeperRECORD KEEPER 37 Participant loan processing; 50 Direct payment from the plan; 15 Recordkeeping and information management; 64 Recordkeeping fees $1,946yes

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 20250708051026NAL0004397873001, received 2025-07-08.

What changed since the 2023 plan year

Figure20232024Change
Total assets$15,882,248$17,214,9268.4%
Participants with a balance1451556.9%
Administrative expenses$35,212$36,4933.6%
Recordkeeping fees per participant$11.69$12.557.4%
Employer contributions$249,545$294,69018.1%

Prior filing 20240805093337NAL0002145056001, received 2024-08-05; the plan years are contiguous.

Alerts, claims and corrections

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Sponsor name as filed: CARTESIAN, INC.; SEC registrant: Cartesian, Inc. (CIK 1094814, matched by EIN).