Retirement plan

JACI CARROLL STAFFING 401(K) PLAN

Name: JACI CARROLL STAFFING - JACI CARROLL STAFFING 401(K) PLAN (2025) Form 5500
Creator: JACI CARROLL STAFFING
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JACI CARROLL STAFFING 401(K) PLAN, JACI CARROLL STAFFING

JACI CARROLL STAFFINGEIN 06-1065435Plan #001PY 2025

751 STRAITS TURNPIKE, STE 3000 - MIDDLEBURY, CT 06762203-574-4838jacicarroll.comLinkedIn11-50 employeesstaffing and recruiting

Prospect flagsLow participationLow participant contribution

How to read this page

Total assets (EOY)

$743K

+26.5% from 2024

Total participants

-41.3% from 2024

Average account balance

$41,286

+19.5% from 2024

Annual return

17.39%

-1.07 pp from 2024

Benchmarks

See 3,374 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants25-99

Cohort3,374 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$743K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$41K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

29.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$54K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$879

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+17.39%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$178

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3B3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$3K

$52 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.430%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$41,286

$58,848-29.8%

$88,179-53.2%

$82,637-50.0%

Participation rate

25.8%

57.9%-32.1pp

69.1%-43.3pp

68.1%-42.2pp

Annual return

17.39%

22.76%-5.4pp

64.97%-47.6pp

53.51%-36.1pp

Employer contribution / active EE

$416

$1,678-75.2%

$2,549-83.7%

$2,552-83.7%

Participant deferral / active EE

$463

$3,124-85.2%

$4,614-90.0%

$4,126-88.8%

Admin fee / account holder

$178

$4,795-96.3%

$7,673-97.7%

$7,339-97.6%

JACI CARROLL STAFFING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JACI CARROLL STAFFING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion