Plan Ledger DOL Form 5500 · updated monthly

Callminer, Inc.401(k)

CALLMINER, INC 401(K) PLAN · WALTHAM, MA · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Callminer, Inc. reported $61,869 in plan administrative expenses for 2024: 0.30% of average plan assets, above the peer median. Employer contributions averaged $3,111 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 3 years on file its reported administrative ratio has held roughly steady near 0.30%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is the 1,199th-largest of 2,726 plans among Massachusetts employers on file, and the 946th of 2,199 in information & media. In 2024, employees put in $3.39 for every $1.00 the employer contributed; active participation has shrunk from 323 to 225 since 2022.

Plan summary
Net assets, end of year$22,768,721
Participants with balances282
Active participants225
Employer contributions$699,915
Employee contributions$2,370,105
Employer contribution per active participant$3,111
Average account balance$80,740
Benefits paid to participants$1,518,884
Plan auditUnmodified (clean) audit opinion
AuditorBAKER TILLY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$22.8M · 282 accts · $700K emplr
2023$18.1M · 282 accts · $774K emplr
2022$14.0M · 303 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,669
Investment management$59,200
Total administrative$61,869
The Callminer, Inc. 401(k) match · 2024
Employer contribution per active participant$3,111
Median for plans this size$2,416
2024$3,111 per active participant
2023$3,548 per active participant
2022$3,271 per active participant

Callminer, Inc.'s 2024 employer contribution ran above 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$57,880
ADP, INC. · Loan processing · Recordkeeping$3,988
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$61,869 · 0.30%
2023$51,325 · 0.32%
2022$39,634 · 0.29%
Same employer
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Kyruus, Inc. MA$25.0M · 0.12%
Netbrain Technologies, Inc. MA$24.3M · 0.28%
The Quarto Group, Inc. MA$24.3M · 0.31%
Energy Services Group, LLC. MA$22.9M · 0.20%
Apriori Technologies, Inc. MA$22.5M · 0.05%
The Verndale Corporation MA$21.3M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 320026627 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.