Plan Ledger DOL Form 5500 · updated monthly

Calimira, LLC401(k)

CALIMIRA, LLC 401(K) PLAN · COLUMBUS, OH · plan year 2024

Reported admin expense ratio · 2024
0.53%

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

Calimira, LLC reported $14,751 in plan administrative expenses for 2024: 0.53% of average plan assets, below the peer median. Employer contributions averaged $177 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 fell from 0.94% to 0.53%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Ohio (2,861st of 3,295), and 1,200th of 2,240 in accommodation & food services. In 2024, employees put in $1.57 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,012,813
Participants with balances114
Active participants811
Employer contributions$143,152
Employee contributions$224,271
Employer contribution per active participant$177
Average account balance$26,428
Benefits paid to participants$217,708
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.0M · 114 accts · $143K emplr
2023$2.6M · 110 accts · $151K emplr
2022$1.9M · 112 accts · $146K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,135
Investment management$1,616
Total administrative$14,751
The Calimira, LLC 401(k) match · 2024
Employer contribution per active participant$177
Median for plans this size$1,313
2024$177 per active participant
2023$170 per active participant
2022$166 per active participant

Calimira, LLC's 2024 employer contribution ran below the $1,313 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
THE PENSION DESIGN GROUP · Recordkeeping$5,517
NATIONWIDE · Investment management$2,075
RAYMOND JAMES FIN SERV ADVISORS · Investment advisory (plan)$1,616

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

Recordkeeper by year2
2024THE PENSION DESIGN GROUP
2023THE PENSION DESIGN GROUP

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

Administrative cost history3
2024$14,751 · 0.53%
2023$20,522 · 0.91%
2022$17,905 · 0.94%
Same employer
Similar plansAccommodation & Food Services · Ohio
Bbs Mendoza LLC OH$3.4M · 0.75%
Aed Enterprises, LLC OH$3.3M · 0.93%
Ison Family Restaurants OH$2.8M · 0.77%
Marcos Pizza, Inc. OH$2.7M · 0.03%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 020537431 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.