Plan Ledger DOL Form 5500 · updated monthly

Calypso Enterprises, LLC401(k)

CALYPSO ENTERPRISES 401(K) PLAN · ERIE, PA · plan year 2022

Reported admin expense ratio · 2022
3.41%

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

Calypso Enterprises, LLC reported $19,243 in plan administrative expenses for 2022: 3.41% of average plan assets, higher than ~90% of peers. Employer contributions averaged $4,713 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Pennsylvania (3,579th of 3,651), and 13,490th of 13,661 in manufacturing. In 2022, employees put in $1.25 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$441,529
Participants with balances37
Active participants18
Employer contributions$84,827
Employee contributions$106,120
Employer contribution per active participant$4,713
Average account balance$11,933
Benefits paid to participants$302,915
Plan auditUnmodified (clean) audit opinion
AuditorHBK CPAS & CONSULTANTS
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$8,289
Investment management$3,556
Professional / advisory$7,398
Total administrative$19,243
The Calypso Enterprises, LLC 401(k) match · 2022
Employer contribution per active participant$4,713
Median for plans this size$331

Calypso Enterprises, LLC's 2022 employer contribution ran above the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$19,243 · 3.41%
Similar plansManufacturing · Pennsylvania
Clinton Industries Inc PA$713K · 0.05%
Cpc Airport Phl LLC PA$495K · 1.24%
Regency Plus, Inc. PA$489K · 1.48%
Pearson Foods Corporation MI$451K · 0.19%
151 Foods LLC NJ$446K · 0.47%
Canopy Foods Inc PA$445K · 0.77%

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Source: U.S. Department of Labor, Form 5500 series, EIN 812883547 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.