Plan Ledger DOL Form 5500 · updated monthly

Calsoft Labs, Inc.401(k)

CALSOFT LABS, INC. 401(K) PLAN · SAN JOSE, CA · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Calsoft Labs, Inc. reported $2,960 in plan administrative expenses for 2024: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $96 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 0.15% to 0.11%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (7,887th of 9,483), and 10,566th of 11,654 in professional & technical services. In 2024, employees put in $24.00 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,924,908
Participants with balances338
Active participants183
Employer contributions$17,509
Employee contributions$420,204
Employer contribution per active participant$96
Average account balance$8,654
Benefits paid to participants$135,733
Plan auditUnmodified (clean) audit opinion
AuditorCHUGH CPAS, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$2.9M · 338 accts · $18K emplr
2023$2.4M · 248 accts · $25K emplr
2022$2.0M · 185 accts · $5K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,960
Total administrative$2,960
The Calsoft Labs, Inc. 401(k) match · 2024
Employer contribution per active participant$96
Median for plans this size$1,313
2024$96 per active participant
2023$139 per active participant
2022$26 per active participant

Calsoft Labs, Inc.'s 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
UNIGLOBAL PENSION PLANNING INC · Contract administrator$2,100
EMPOWER ADVISORY GROUP, LLC · Investment management$490

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$2,960 · 0.11%
2023$3,471 · 0.16%
2022$3,369 · 0.15%
Similar plansProfessional & Technical Services · California
Calstart Inc. CA$3.0M · 0.07%
Rodda Electric, Inc CA$3.0M · 1.39%
Flrish, Inc. CA$2.9M · 1.30%
Ahelas Inc. CA$2.9M · 1.78%
Bambee, Inc. CA$2.9M · 0.86%
Picsart, Inc. CA$2.9M · 0.14%
Human Standard, LLC CA$2.9M · 0.30%
Datanet IT CA$2.9M · 0.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 900642783 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.