Plan Ledger DOL Form 5500 · updated monthly

Calendly, LLC401(k)

CALENDLY 401(K) PLAN · BUFORD, GA · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Calendly, LLC reported $88,361 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $6,345 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 rose from 0.17% to 0.27%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is the 555th-largest of 2,160 plans among Georgia employers on file, and the 639th of 2,199 in information & media. In 2024, employees put in $2.05 for every $1.00 the employer contributed; active participation has shrunk from 635 to 532 since 2022.

Plan summary
Net assets, end of year$39,349,118
Participants with balances731
Active participants532
Employer contributions$3,375,644
Employee contributions$6,927,136
Employer contribution per active participant$6,345
Average account balance$53,829
Benefits paid to participants$6,082,626
Plan auditUnmodified (clean) audit opinion
AuditorJOHNSON O'CONNOR FERON & CARUCCI
Plan history3
Yearassets · accounts · employer contribution
2024$39.3M · 731 accts · $3.4M emplr
2023$27.3M · 722 accts · $3.5M emplr
2022$14.0M · 672 accts · $1.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$80,979
Investment management$7,382
Total administrative$88,361
The Calendly, LLC 401(k) match · 2024
Employer contribution per active participant$6,345
Median for plans this size$2,416
2024$6,345 per active participant
2023$5,918 per active participant
2022$2,843 per active participant

Calendly, 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$80,979
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$7,382

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$88,361 · 0.27%
2023$59,522 · 0.29%
2022$18,313 · 0.17%
Same employer
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Ellijay Telephone Company GA$48.2M · 0.28%
Momentum Telecom, Inc. GA$46.5M · 0.37%
Smi Management, LLC GA$42.6M · 0.28%
Bakkt, LLC GA$40.4M · 0.21%
Fullstory, Inc. GA$36.8M · 0.02%
Morris Multimedia, Inc. GA$34.7M · 0.28%
Onetrust LLC GA$34.2M · 0.06%
Usan, Inc. GA$28.4M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 272763491 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.