Plan Ledger DOL Form 5500 · updated monthly

Caltrol, Inc401(k)

CALTROL, INC. 401(K) SAVINGS PLAN · LAS VEGAS, NV · plan year 2024

Reported admin expense ratio · 2024
0.24%

Caltrol, Inc reported $73,053 in plan administrative expenses for 2024: 0.24% of average plan assets, below 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 $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 87th-largest of 437 plans among Nevada employers on file, and the 1,275th of 4,246 in wholesale trade.

Plan summary
Net assets, end of year$32,466,992
Participants with balances394
Active participants320
Employer contributions—
Employee contributions$3,275,095
Employer contribution per active participant—
Average account balance$82,404
Benefits paid to participants$2,677,749
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$42,490
Investment management$30,563
Total administrative$73,053
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
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$30,563

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$73,053 · 0.24%
All plans at this employer2
CALTROL, INC. 401(K) SAVINGS PLAN401(k)
CALTROL, INC. 401K SAVINGS PLAN401(k)
Same employer
Similar plansWholesale Trade · Nevada
Golden Knight Holdings, Inc NV$58.4M · 0.00%
Western Nevada Supply Co. NV$40.7M · 0.08%
Haws Corporation NV$26.5M · 0.08%
Redwood Materials NV$17.9M · 0.66%
Nevada Beverage Company NV$13.7M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953926313 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.