Plan Ledger DOL Form 5500 · updated monthly

Calian Corp401(k)

CALIAN CORP EMPLOYEE SAVINGS PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.47%

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

Calian Corp reported $55,830 in plan administrative expenses for 2024: 0.47% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,518 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 0.09% to 0.47%. 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 the 2,621st-largest of 5,688 plans among Texas employers on file, and 6,988th of 11,654 in professional & technical services. In 2024, employees put in $2.32 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,394,584
Participants with balances169
Active participants170
Employer contributions$597,998
Employee contributions$1,388,023
Employer contribution per active participant$3,518
Average account balance$79,258
Benefits paid to participants$1,147,780
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.4M · 169 accts · $598K emplr
2023$10.3M · 161 accts · $512K emplr
2022$7.2M · 135 accts · $95K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,884
Investment management$21,946
Total administrative$55,830
The Calian Corp 401(k) match · 2024
Employer contribution per active participant$3,518
Median for plans this size$2,416
2024$3,518 per active participant
2023$2,926 per active participant
2022$537 per active participant

Calian Corp's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
EMPOWER ADVISORY GROUP, LLC · Investment management$12,290
CREATIVE PLANNING HOLDCO LLC DBA CR · Investment advisory (plan)$9,656

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$55,830 · 0.47%
2023$33,268 · 0.38%
2022$6,586 · 0.09%
Similar plansProfessional & Technical Services · Texas
Point of Rental, Inc. TX$13.4M · 0.17%
Grantworks, Inc TX$13.4M · 0.39%
Boka Powell, LLC TX$13.2M · 0.36%
Calvetti Ferguson, LLC TX$13.2M · 0.38%
Canva US, Inc. TX$13.1M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 863281064 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.