Plan Ledger DOL Form 5500 · updated monthly

Calico Brands, Inc.401(k)

CALICO BRANDS, INC. 401(K) PLAN · ONTARIO, CA · plan year 2024

Reported admin expense ratio · 2024
0.47%

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

Calico Brands, Inc. reported $80,731 in plan administrative expenses for 2024: 0.47% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,261 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 0.45% to 0.47%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 3,900th-largest of 9,483 plans among California employers on file, and the 2,063rd of 4,246 in wholesale trade. In 2024, employees put in $2.45 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,047,278
Participants with balances130
Active participants112
Employer contributions$253,250
Employee contributions$619,474
Employer contribution per active participant$2,261
Average account balance$138,825
Benefits paid to participants$822,669
Plan auditUnmodified (clean) audit opinion
AuditorWEINBERG & COMPANY P.A.
Plan history3
Yearassets · accounts · employer contribution
2024$18.0M · 130 accts · $253K emplr
2023$16.0M · 139 accts · $267K emplr
2022$13.6M · 141 accts · $264K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,400
Investment management$48,331
Total administrative$80,731
The Calico Brands, Inc. 401(k) match · 2024
Employer contribution per active participant$2,261
Median for plans this size$2,416
2024$2,261 per active participant
2023$2,306 per active participant
2022$2,320 per active participant

Calico Brands, Inc.'s 2024 employer contribution ran below 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
MERRILL LYNCH PIERCE FENNER & SMITH · Recordkeeping · Pension consulting$48,330
ADP, INC. · Loan processing · Recordkeeping$32,399
ADP BROKER-DEALER · Other servicesindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ADP, Bank of America / Merrill
2023ADP, Bank of America / Merrill

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$80,731 · 0.47%
2023$68,706 · 0.47%
2022$67,311 · 0.45%
Similar plansWholesale Trade · California
Ifs Acquisition LLC CA$18.4M · 0.53%
Matagrano, Inc. CA$18.4M · 0.29%
Pacific Cheese Co., Inc. CA$17.9M · 0.38%
Breville USA, Inc. CA$17.8M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330588675 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.