Plan Ledger DOL Form 5500 · updated monthly

Calvert Systems Engineering, Inc401(k)

CALVERT SYSTEMS ENGINEERING, INC 401(K) PLAN · BELLEVUE, NE · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Calvert Systems Engineering, Inc reported $36,772 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. Employer contributions averaged $4,337 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 0.24% to 0.20%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 255th-largest of 565 plans among Nebraska employers on file, and the 5,652nd of 11,654 in professional & technical services. In 2024, employees put in $3.00 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,489,148
Participants with balances159
Active participants130
Employer contributions$563,814
Employee contributions$1,690,837
Employer contribution per active participant$4,337
Average account balance$122,573
Benefits paid to participants$2,886,534
Plan auditUnmodified (clean) audit opinion
AuditorLUTZ AND COMPANY, PC
Plan history3
Yearassets · accounts · employer contribution
2024$19.5M · 159 accts · $564K emplr
2023$17.7M · 165 accts · $522K emplr
2022$14.4M · 146 accts · $475K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,899
Investment management$33,873
Total administrative$36,772
The Calvert Systems Engineering, Inc 401(k) match · 2024
Employer contribution per active participant$4,337
Median for plans this size$2,416
2024$4,337 per active participant
2023$3,982 per active participant
2022$3,995 per active participant

Calvert Systems Engineering, Inc's 2024 employer contribution ran above the $2,416 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 · 20243
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$2,899
AVIOR WEALTH MANAGEMENT · Investment advisory (plan)$27,623
D.A. DAVIDSON & CO · Investment advisory (plan)$6,250

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$36,772 · 0.20%
2023$32,363 · 0.20%
2022$36,824 · 0.24%
Similar plansProfessional & Technical Services · Nebraska
Swanson Russell NE$23.3M · 0.13%
Security Equipment Inc. NE$23.1M · 0.37%
Branchpattern, Inc NE$19.2M · 0.48%
Lti Technology Solutions NE$17.9M · 0.28%
Dana F. Cole & Company, LLP NE$14.7M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 203409484 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.