Plan Ledger DOL Form 5500 · updated monthly

Callisons, Inc.401(k)

CALLISONS, INC. EMPLOYEE INCENTIVE SAVINGS PLAN · LACEY, WA · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Callisons, Inc. reported $19,395 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,132 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 0.04% to 0.07%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is the 507th-largest of 1,714 plans among Washington employers on file, and the 156th of 945 in agriculture, forestry & fishing. In 2024, employees put in $1.35 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$31,232,608
Participants with balances160
Active participants118
Employer contributions$723,569
Employee contributions$978,429
Employer contribution per active participant$6,132
Average account balance$195,204
Benefits paid to participants$1,475,755
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$31.2M · 160 accts · $724K emplr
2023$27.2M · 160 accts · $728K emplr
2022$22.8M · 157 accts · $659K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,112
Investment management$7,283
Total administrative$19,395
The Callisons, Inc. 401(k) match · 2024
Employer contribution per active participant$6,132
Median for plans this size$2,416
2024$6,132 per active participant
2023$6,680 per active participant
2022$6,050 per active participant

Callisons, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20244
USI CONSULTING GROUP · Recordkeeping · Loan processing$12,112
USI ADVISORS, INC. · Investment advisory (participants) · Investment advisory (plan)$7,283
CHARLES SCHWAB TRUST BANK · Custodial · Custodial (securities)indirect comp
CHARLES SCHWAB & CO., INC. · Custodial · Custodial (securities)indirect 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
2024USI Consulting
2023USI Consulting

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

Administrative cost history3
2024$19,395 · 0.07%
2023$10,748 · 0.04%
2022$10,425 · 0.04%
Same employer
Similar plansAgriculture, Forestry & Fishing · Washington
Glacier Fish Company, LLC WA$47.3M · 0.19%
Arctic Storm, Inc. WA$33.4M · 0.16%
Taylor United, Inc. WA$32.8M · 0.28%
Skagit Farmers Supply WA$30.9M · 0.21%
McDougall and Sons, Inc. WA$29.2M · 0.39%
Ritzville Warehouse Company WA$26.8M · 0.22%
Vaagen Bros Lumber Inc WA$22.9M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910625044 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.