# Caruso Management Company, Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/caruso-management-company-ltd-401k-plan

> Caruso Management Company, Ltd.'s 401(k) plan: 142 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Caruso Management Company, Ltd.

- **Sponsor EIN:** 954339434

- **Sponsor Address:** 101 THE GROVE DRIVE, LOS ANGELES, CA, 90036

- **Plan Type:** 401(k)

- **Total Participants:** 142

- **Total Assets:** $29.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|142|$29.5M|$548,467|$1.4M|

| 2023|162|$25.6M|$426,385|$1.4M|

| 2022|173|$20.3M|$402,880|$1.3M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| PENSION ASSURANCE LLP|Auditor|$6,465|—|$6,465|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/pension-assurance-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $6,465

- **Estimated Expense Ratio:** 0.022% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$102,288|$63,037|—|$6,465|—|

| 2023|$76,317|$58,370|—|—|—|

| 2022|$75,932|$56,760|$19,172|—|—|

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