Plan Ledger DOL Form 5500 · updated monthly

Calcium USA, LLC401(k)

CALCIUM USA 401(K) PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.61%

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

Calcium USA, LLC reported $61,553 in plan administrative expenses for 2024: 0.61% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,673 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 1 year on file its reported administrative ratio rose from 0.07% to 0.61%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Pennsylvania (2,134th of 3,651), and 7,470th of 11,654 in professional & technical services. In 2024, employees put in $2.10 for every $1.00 the employer contributed; active participation has grown from 94 to 125 since 2022.

Plan summary
Net assets, end of year$11,732,615
Participants with balances195
Active participants125
Employer contributions$584,090
Employee contributions$1,227,684
Employer contribution per active participant$4,673
Average account balance$60,167
Benefits paid to participants$558,237
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$11.7M · 195 accts · $584K emplr
2023$8.5M · 160 accts · $594K emplr
2022$6.0M · 142 accts · $520K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$61,553
Total administrative$61,553
The Calcium USA, LLC 401(k) match · 2024
Employer contribution per active participant$4,673
Median for plans this size$2,416
2024$4,673 per active participant
2023$5,503 per active participant
2022$5,535 per active participant

Calcium USA, LLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
MORGAN STANLEY · Investment advisory (plan)$29,081
ASCENSUS HOLDINGS INC DBA FUTUREPLA · Contract administrator$85
THE PARAGON ALLIANCE GROUP LLC · Contract administratorindirect comp

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$61,553 · 0.61%
2023$4,991 · 0.07%
2022Not separately reported
Similar plansProfessional & Technical Services · Pennsylvania
Healthcorp, Inc PA$11.8M · 0.23%
Gecko Robotics, Inc. PA$11.8M · 1.01%
Cornelis Networks PA$11.6M · 0.02%
Therapynotes, LLC PA$11.4M · 1.05%
MAGNA5 Ms Holdings LLC PA$11.3M · 0.08%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 464352686 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.