Plan Ledger DOL Form 5500 · updated monthly

Calculated Risk Group, LLC401(k)

CALCULATED RISK 401(K) PLAN · BEDFORD, TX · plan year 2022

Reported admin expense ratio · 2022
0.47%

Calculated Risk Group, LLC reported $10,710 in plan administrative expenses for 2022: 0.47% of average plan assets, below the peer median. 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 (4,898th of 5,688), and 4,652nd of 5,215 in retail trade. In 2022, employees put in $1.71 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,064,810
Participants with balances143
Active participants0
Employer contributions$100,947
Employee contributions$172,276
Employer contribution per active participant—
Average account balance$14,439
Benefits paid to participants$255,398
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$10,485
Investment management$225
Total administrative$10,710
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$10,710 · 0.47%
Same employer
Similar plansRetail Trade · Texas
Navigant Holdings, LLC TX$2.2M · 1.34%
Peak Trailer Group, LLC TX$2.1M · 0.18%
Dick Poe Motors TX$2.1M · 1.19%
McGavock Auto Group, LLP TX$2.1M · 0.27%
Vngr Beverage LLC TX$1.9M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 473866902 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.