Plan Ledger DOL Form 5500 · updated monthly

Cal's Convenience, Inc.401(k)

CAL'S CONVENIENCE, INC. 401(K) PLAN · FRISCO, TX · plan year 2022

Reported admin expense ratio · 2022
0.76%

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

Cal's Convenience, Inc. reported $27,072 in plan administrative expenses for 2022: 0.76% of average plan assets, above the peer median. Employer contributions averaged $823 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Texas (4,517th of 5,688), and 4,278th of 5,215 in retail trade. In 2022, employees put in $2.97 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,251,045
Participants with balances61
Active participants104
Employer contributions$85,543
Employee contributions$253,841
Employer contribution per active participant$823
Average account balance$53,296
Benefits paid to participants$449,044
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$17,503
Investment management$9,569
Total administrative$27,072
The Cal's Convenience, Inc. 401(k) match · 2022
Employer contribution per active participant$823
Median for plans this size$1,114

Cal's Convenience, Inc.'s 2022 employer contribution ran below the $1,114 median for plans its size. 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$27,072 · 0.76%
Same employer
Similar plansRetail Trade · Texas
Arrow Ford, Inc. TX$3.3M · 0.12%
The Allee Corporation TX$3.3M · 0.02%
US Expediters, LLC TX$3.3M · 0.21%
Aries Freight Systems LP TX$3.2M · 0.72%
Stephen Joseph, Inc. TX$3.2M · 0.81%

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Source: U.S. Department of Labor, Form 5500 series, EIN 823587908 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.