Plan Ledger DOL Form 5500 · updated monthly

Calvary Design Team, Inc. dba Calvary Robotics401(k)

CALVARY DESIGN TEAM, INC. 401(K) PLAN · WEBSTER, NY · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Calvary Design Team, Inc. dba Calvary Robotics reported $90,594 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $2,657 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 0.29% to 0.24%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,604th-largest of 5,648 plans among New York employers on file, and the 3,690th of 13,661 in manufacturing. In 2024, employees put in $4.22 for every $1.00 the employer contributed; active participation has shrunk from 283 to 233 since 2022.

Plan summary
Net assets, end of year$39,824,612
Participants with balances348
Active participants233
Employer contributions$619,178
Employee contributions$2,612,128
Employer contribution per active participant$2,657
Average account balance$114,439
Benefits paid to participants$5,526,455
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$39.8M · 348 accts · $619K emplr
2023$36.3M · 388 accts · $658K emplr
2022$31.9M · 372 accts · $528K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,403
Investment management$63,191
Total administrative$90,594
The Calvary Design Team, Inc. dba Calvary Robotics 401(k) match · 2024
Employer contribution per active participant$2,657
Median for plans this size$2,416
2024$2,657 per active participant
2023$2,269 per active participant
2022$1,864 per active participant

Calvary Design Team, Inc. dba Calvary Robotics'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 · 20242
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$63,191
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$27,403

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$90,594 · 0.24%
2023$98,191 · 0.29%
2022$98,846 · 0.29%
Same employer
Similar plansManufacturing · New York
Atalys LLC NY$39.9M · 0.31%
Rosina Food Products, Inc. NY$39.8M · 0.05%
Teamsters Local No. 264 NY$39.7M · 0.47%
Domino Foods, Inc. NY$39.7M · 0.07%
L.N.K. International, Inc. NY$39.4M · 0.55%

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Source: U.S. Department of Labor, Form 5500 series, EIN 061468155 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.