Plan Ledger DOL Form 5500 · updated monthly

Calibre Systems, Inc.401(k)

CALIBRE SYSTEMS, INC. PROFIT SHARING PLAN · ALEXANDRIA, VA · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Calibre Systems, Inc. reported $177,562 in plan administrative expenses for 2024: 0.16% of average plan assets, above the peer median. Employer contributions averaged $1,777 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 0.15% to 0.16%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 253rd-largest of 2,266 plans among Virginia employers on file, and the 1,327th of 11,654 in professional & technical services. In 2024, employees put in $3.97 for every $1.00 the employer contributed; active participation has shrunk from 701 to 599 since 2022.

Plan summary
Net assets, end of year$114,705,554
Participants with balances965
Active participants599
Employer contributions$1,064,624
Employee contributions$4,222,407
Employer contribution per active participant$1,777
Average account balance$118,866
Benefits paid to participants$13,268,463
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$114.7M · 965 accts · $1.1M emplr
2023$107.2M · 1,039 accts · $2.0M emplr
2022$91.9M · 1,045 accts · $2.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$177,562
Total administrative$177,562
The Calibre Systems, Inc. 401(k) match · 2024
Employer contribution per active participant$1,777
Median for plans this size$3,635
2024$1,777 per active participant
2023$3,248 per active participant
2022$2,822 per active participant

Calibre Systems, Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom 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 · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$177,562
CREATIVE PLANNING · Investment managementindirect comp
CREATIVE PLANNING, LLC · Investment advisory (participants)indirect 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$177,562 · 0.16%
2023$154,942 · 0.16%
2022$154,662 · 0.15%
All plans at this employer2
CALIBRE SYSTEMS, INC. PROFIT SHARING PLAN401(k)
CALIBRE SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 521602142 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.