Plan Ledger DOL Form 5500 · updated monthly

Callogix Inc401(k)

CALLOGIX INC 401(K) PROFIT SHARING PLAN & TRUST · BEDFORD, NH · plan year 2022

Reported admin expense ratio · 2022
0.25%

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

Callogix Inc reported $2,058 in plan administrative expenses for 2022: 0.25% of average plan assets, lower than ~75% of peers. 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in New Hampshire (397th of 411), and 2,266th of 2,534 in administrative & support services.

Plan summary
Net assets, end of year$716,217
Participants with balances45
Active participants130
Employer contributions$0
Employee contributions$51,261
Employer contribution per active participant$0
Average account balance$15,916
Benefits paid to participants$95,158
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Investment management$2,058
Total administrative$2,058
The Callogix Inc 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$331

Callogix Inc's 2022 employer contribution ran below the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$2,058 · 0.25%
Same employer
Similar plansAdministrative & Support Services · New Hampshire
O'Brien Services Inc. WI$737K · 1.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 202709089 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.