Plan Ledger DOL Form 5500 · updated monthly

Callfire, Inc.401(k)

CALLFIRE, INC. RETIREMENT TRUST · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

Callfire, Inc. reported $18,938 in plan administrative expenses for 2024: 0.29% of average plan assets, below the peer median. Employer contributions averaged $0 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 0.14% to 0.29%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (6,151st of 9,483), and 8,845th of 11,654 in professional & technical services. active participation has shrunk from 82 to 73 since 2022.

Plan summary
Net assets, end of year$7,589,546
Participants with balances133
Active participants73
Employer contributions$0
Employee contributions$761,215
Employer contribution per active participant$0
Average account balance$57,064
Benefits paid to participants$508,358
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.6M · 133 accts
2023$5.6M · 129 accts
2022$4.0M · 140 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$194
Investment management$18,744
Total administrative$18,938
The Callfire, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Callfire, Inc.'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 · 20242
WORLD INVESTMENT ADVISORS LLC · Investment advisory (plan)$15,840
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$194

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$18,938 · 0.29%
2023$14,969 · 0.31%
2022$6,348 · 0.14%
Similar plansProfessional & Technical Services · California
Feedzai, Inc CA$7.6M · 0.05%
Legion Technologies Inc CA$7.6M · 0.54%
Boulevard Labs, Inc. CA$7.6M · 0.83%
Semgrep, Inc CA$7.6M · 0.10%
Mexus Solutions, Inc. CA$7.5M · 0.13%
Informatix, Inc. CA$7.5M · 0.01%
Q Analysts, LLC CA$7.5M · 0.69%

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Source: U.S. Department of Labor, Form 5500 series, EIN 861122837 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.