Plan Ledger DOL Form 5500 · updated monthly

Caelum Research Corporation401(k)

CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN · ROCKVILLE, MD · plan year 2023

Reported admin expense ratio · 2023
0.37%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Caelum Research Corporation reported $37,586 in plan administrative expenses for 2023: 0.37% of average plan assets, above the peer median. Employer contributions averaged $632 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.53% to 0.36%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Maryland (955th of 1,671), and 7,735th of 11,654 in professional & technical services. In 2023, employees put in $5.14 for every $1.00 the employer contributed; active participation has shrunk from 296 to 244 since 2022.

Plan summary
Net assets, end of year$10,864,168
Participants with balances208
Active participants244
Employer contributions$154,201
Employee contributions$791,993
Employer contribution per active participant$632
Average account balance$52,232
Benefits paid to participants$1,363,611
Plan auditUnmodified (clean) audit opinion
AuditorWEYRICH,CRONIN & SORRA
Plan history3
Yearassets · accounts · employer contribution
2024$10.8M · 216 accts · $127K emplr
2023$10.9M · 208 accts · $154K emplr
2022$9.5M · 205 accts · $118K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$22,051
Investment management$15,535
Total administrative$37,586
The Caelum Research Corporation 401(k) match · 2023
Employer contribution per active participant$632
Median for plans this size$2,440
2024$484 per active participant
2023$632 per active participant
2022$398 per active participant

Caelum Research Corporation's 2023 employer contribution ran below the $2,440 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
CREATIVE PLANNING · Investment advisory (plan) · Investment management$29,942
ASPIRE FINANCIAL SERVICES$6,794
AMERITRADE TRUST COMPANY · Custodial (securities)$850

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$38,421 · 0.36%
2023$37,586 · 0.37%
2022$54,457 · 0.53%
Same employer
Similar plansProfessional & Technical Services · Maryland
Marketbridge Corp. MD$10.8M · 0.49%
Digicon Corporation MD$10.7M · 0.46%
Ctr Management, Inc MD$10.6M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521512616 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.