Plan Ledger DOL Form 5500 · updated monthly

Callrail401(k)

CALLRAIL 401(K) PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Callrail reported $58,681 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $4,010 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 fell from 0.44% to 0.27%. 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 773rd-largest of 2,160 plans among Georgia employers on file, and the 915th of 2,199 in information & media. In 2024, employees put in $2.55 for every $1.00 the employer contributed; active participation has shrunk from 311 to 277 since 2022.

Plan summary
Net assets, end of year$24,233,288
Participants with balances362
Active participants277
Employer contributions$1,110,880
Employee contributions$2,836,589
Employer contribution per active participant$4,010
Average account balance$66,943
Benefits paid to participants$2,039,053
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$24.2M · 362 accts · $1.1M emplr
2023$19.3M · 366 accts · $1.3M emplr
2022$13.9M · 383 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,761
Investment management$46,920
Total administrative$58,681
The Callrail 401(k) match · 2024
Employer contribution per active participant$4,010
Median for plans this size$2,416
2024$4,010 per active participant
2023$4,654 per active participant
2022$4,752 per active participant

Callrail'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
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$41,148
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$11,761
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$5,772

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$58,681 · 0.27%
2023$55,964 · 0.34%
2022$60,842 · 0.44%
Same employer
Similar plansInformation & Media · Georgia
Sbs Services Corporation GA$27.1M · 0.43%
Pindrop Security, Inc. GA$27.0M · 0.16%
Alogent Holdings, Inc. GA$26.1M · 0.23%
Ventiv Technology Inc. GA$24.2M · 0.23%
Delta Communications, LLC GA$23.6M · 0.20%
Dm Luxury LLC GA$21.0M · 0.10%
Kore Wireless Inc. GA$20.1M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 472866426 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.