Retirement plan

THE 401(K) PLAN AND TRUST OF CARRAS CABINETS INC

Name: CARRAS CABINETS INC - THE 401(K) PLAN AND TRUST OF CARRAS CABINETS INC (2025) Form 5500
Creator: CARRAS CABINETS INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE 401(K) PLAN AND TRUST OF CARRAS CABINETS INC, CARRAS CABINETS INC

CARRAS CABINETS INCdba CABINET MAKEREIN 91-1482612Plan #002PY 2025

307 STATE AVE NE - OLYMPIA, WA 985011133

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$334K

+18.1% from 2024

Total participants

0.0% from 2024

Average account balance

$111,247

+18.1% from 2024

Annual return

16.22%

+4.74 pp from 2024

Benchmarks

See 33 peers

Peer group

Industryany (size+type match)

Plan typeDB + DC

Participants<25

Cohort33 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$334K

Not enough data

1 years with asset history on file

Average account balance

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

$111K

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

$5K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+16.22%

Not enough data

1 years with return on file

Admin fee / account holder

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

$967

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 codes1A2C2G2J2R

Plan features

1A
Benefits are primarily pay related
Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$3K

$967 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.869%

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

$111,247

$223,929-50.3%

$111,2470%

$223,929-50.3%

Participation rate

100.0%

92.9%+7.1pp

100.0%0pp

92.9%+7.1pp

Annual return

16.22%

7.04%+9.2pp

16.22%0pp

7.04%+9.2pp

Employer contribution / active EE

$1,804

$11,707-84.6%

$1,8040%

$11,707-84.6%

Participant deferral / active EE

$8,889-100.0%

Admin fee / account holder

$967

$71,143-98.6%

$9670%

$71,143-98.6%

THE 401(K) PLAN AND TRUST OF CARRAS CABINETS INC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE 401(K) PLAN AND TRUST OF CARRAS CABINETS INC

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