Retirement plan

CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST

Name: CARABELL, LESLIE AND COMPANY, P.C. - CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST (2025) Form 5500
Creator: CARABELL, LESLIE AND COMPANY, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST, CARABELL, LESLIE AND COMPANY, P.C.

CARABELL, LESLIE AND COMPANY, P.C.EIN 38-1998967Plan #001PY 2025

83 MACOMB PLACE - MOUNT CLEMENS, MI 48043586-465-6285carabellleslie.comLinkedIn11-50 employeesaccounting

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$456K

-94.4% from 2024

Total participants

-78.9% from 2024

Average account balance

$113,932

-73.5% from 2024

Annual return

9.73%

-7.74 pp from 2024

Benchmarks

See 115,703 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort115,703 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$456K

Not enough data

1 years with asset history on file

Average account balance

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

$114K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$30K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+9.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2134722

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 codes2E2J2G

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$8.5M

$2134722 / participant

Other / not subdivided$9M100.0%

% of EOY assets

1873.685%

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

$113,932

$154,228-26.1%

$145,433-21.7%

$137,256-17.0%

Participation rate

100.0%

83.8%+16.2pp

82.1%+17.9pp

80.0%+20.0pp

Annual return

9.73%

74.59%-64.9pp

66.58%-56.8pp

220.34%-210.6pp

Employer contribution / active EE

$5,055

$4,804+5.2%

$4,554+11.0%

$4,156+21.6%

Participant deferral / active EE

$2,508

$8,216-69.5%

$7,897-68.2%

$6,407-60.9%

Admin fee / account holder

$2,134,722

$14,344+14782.8%

$13,129+16159.6%

$12,270+17297.7%

CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CARABELL, LESLIE AND COMPANY P.C. EMPLOYEE PROFIT SHARING PLAN AND TRUST

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