Plan Ledger DOL Form 5500 · updated monthly

Calstart Inc.DC plan

CALSTART 403(B) PLAN · PASADENA, CA · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Calstart Inc. reported $2,007 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,257 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 $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 (7,874th of 9,483), and 10,559th of 11,654 in professional & technical services. In 2024, employees put in $1.29 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,953,048
Participants with balances242
Active participants245
Employer contributions$1,042,945
Employee contributions$1,350,158
Employer contribution per active participant$4,257
Average account balance$12,203
Benefits paid to participants$87,890
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,500
Investment management$257
Total administrative$2,007
Employer contributions to the Calstart Inc. plan · 2024
Employer contribution per active participant$4,257
Median for plans this size$1,313

Calstart Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 · 20242
VOYA RETIREMENT INSURANCE & ANNUITY · Investment advisory (participants)$2,007
GLOBAL RETIREMENT PARTNERS LLCindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2024$2,007 · 0.07%
Same employer
Similar plansProfessional & Technical Services · California
314E Corporation CA$3.1M · 0.56%
Sports Academy LLC CA$3.0M · 1.49%
Eos Resourcing Inc CA$3.0M · 0.30%
Rodda Electric, Inc CA$3.0M · 1.39%
Flrish, Inc. CA$2.9M · 1.30%
Ahelas Inc. CA$2.9M · 1.78%
Calsoft Labs, Inc. CA$2.9M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954375022 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.