Plan Ledger DOL Form 5500 · updated monthly

Calumet Gp, LLC401(k)

CALUMET GP, LLC RETIREMENT SAVINGS PLAN · INDIANAPOLIS, IN · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Calumet Gp, LLC reported $92,660 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,516 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 0.04% to 0.03%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other mining, oil & gas extraction employers. By assets it is the 52nd-largest of 1,562 plans among Indiana employers on file, and the 49th of 612 in mining, oil & gas extraction. In 2024, employees put in $1.88 for every $1.00 the employer contributed; active participation has grown from 1,529 to 1,725 since 2022.

Plan summary
Net assets, end of year$306,973,331
Participants with balances1,887
Active participants1,725
Employer contributions$7,790,752
Employee contributions$14,613,007
Employer contribution per active participant$4,516
Average account balance$162,678
Benefits paid to participants$32,293,071
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$307.0M · 1,887 accts · $7.8M emplr
2023$275.3M · 1,857 accts · $8.0M emplr
2022$233.1M · 1,783 accts · $7.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$46,346
Investment management$46,314
Total administrative$92,660
The Calumet Gp, LLC 401(k) match · 2024
Employer contribution per active participant$4,516
Median for plans this size$4,294
2024$4,516 per active participant
2023$5,146 per active participant
2022$4,734 per active participant

Calumet Gp, LLC's 2024 employer contribution ran above the $4,294 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$46,634
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$46,314

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$92,660 · 0.03%
2023$32,929 · 0.01%
2022$114,750 · 0.04%
Same employer
Similar plansMining, Oil & Gas Extraction · Indiana
Noble Services Company LLC TX$344.2M · 0.07%
Newmont USA Limited CO$341.3M · 0.09%
Imerys USA Inc. GA$309.8M · 0.11%
Equinor US Holdings Inc. CT$309.7M · 0.01%
Stillwater Mining Company MT$279.9M · 0.11%
Merit Energy Company, LLC TX$277.3M · 0.03%
Rpc, Inc. GA$273.4M · 0.17%
Consol Energy Inc. PA$270.5M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364579817 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.