Plan Ledger DOL Form 5500 · updated monthly

Calvary Industries, Inc.401(k)

CALVARY INDUSTRIES, INC. 401(K) RETIREMENT SAVINGS PLAN · FAIRFIELD, OH · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Calvary Industries, Inc. reported $16,750 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $2,298 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 rose from 0.07% to 0.16%. 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 among the smaller plans on file in Ohio (1,903rd of 3,295), and 2,785th of 4,246 in wholesale trade. In 2024, employees put in $2.94 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,018,745
Participants with balances111
Active participants132
Employer contributions$303,299
Employee contributions$892,281
Employer contribution per active participant$2,298
Average account balance$99,268
Benefits paid to participants$1,019,474
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.0M · 111 accts · $303K emplr
2023$9.4M · 112 accts · $312K emplr
2022$7.6M · 113 accts · $292K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,500
Total administrative$16,750
The Calvary Industries, Inc. 401(k) match · 2024
Employer contribution per active participant$2,298
Median for plans this size$2,416
2024$2,298 per active participant
2023$2,439 per active participant
2022$2,281 per active participant

Calvary Industries, Inc.'s 2024 employer contribution ran below 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 INCindirect comp
LATITUDE SERVICE COMPANY INC · Other servicesindirect comp

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$16,750 · 0.16%
2023$26,101 · 0.31%
2022$5,937 · 0.07%
Similar plansWholesale Trade · Ohio
Cmpco Inc. OH$11.3M · 0.04%
Taylor Cadillac, Inc. OH$11.2M · 0.16%
I Supply Company OH$11.1M · 0.22%
Basco Manufacturing Company OH$10.9M · 0.63%
Young Truck Sales, Inc OH$10.9M · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311127024 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.