Plan Ledger DOL Form 5500 · updated monthly

Callpoint, LLC401(k)

CALLPOINT, LLC 401(K) PROFIT SHARING PLAN · SCOTTSDALE, AZ · plan year 2022

Reported admin expense ratio · 2022
0.92%

Callpoint, LLC reported $3,410 in plan administrative expenses for 2022: 0.92% of average plan assets, above the peer median. 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 other services employers. By assets it is among the smaller plans on file in Arizona (1,231st of 1,285), and 3,212th of 3,341 in other services.

Plan summary
Net assets, end of year$381,939
Participants with balances145
Active participants84
Employer contributions—
Employee contributions$143,805
Employer contribution per active participant—
Average account balance$2,634
Benefits paid to participants$50,529
Plan auditUnmodified (clean) audit opinion
AuditorMANSBERGER, PATTERSON AND MCMULLIN
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$3,410 · 0.92%
Similar plansOther Services · Arizona
Oliverio Clips Inc AZ$564K · 2.04%
Gap Ministries AZ$530K · 0.90%
Cmr Construction LLC AZ$320K · 0.71%
Kula Inc AZ$232K · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 821467795 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.