Plan Ledger DOL Form 5500 · updated monthly

Calzedonia USA, Inc.401(k)

CALZEDONIA USA, INC. 401(K) PROFIT SHARING PLAN AND TRUST · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
3.49%

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

Calzedonia USA, Inc. reported $62,772 in plan administrative expenses for 2024: 3.49% of average plan assets, higher than ~90% of peers. Employer contributions averaged $513 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 3.67% to 3.49%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in New York (5,108th of 5,648), and 2,846th of 3,341 in other services. In 2024, employees put in $1.69 for every $1.00 the employer contributed; active participation has grown from 399 to 444 since 2022.

Plan summary
Net assets, end of year$2,101,354
Participants with balances543
Active participants444
Employer contributions$227,882
Employee contributions$384,873
Employer contribution per active participant$513
Average account balance$3,870
Benefits paid to participants$224,231
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.1M · 543 accts · $228K emplr
2023$1.5M · 517 accts · $202K emplr
2022$1.0M · 474 accts · $142K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$62,772
Total administrative$62,772
The Calzedonia USA, Inc. 401(k) match · 2024
Employer contribution per active participant$513
Median for plans this size$1,313
2024$513 per active participant
2023$413 per active participant
2022$355 per active participant

Calzedonia USA, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$40,233
ALLIANT INSURANCE SERVICES, INC. · Contract administrator · Investment advisory (plan)$22,534

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$62,772 · 3.49%
2023$47,141 · 3.71%
2022$33,792 · 3.67%
Same employer
Similar plansOther Services · New York
Xpresspa Holdings, LLC NY$2.4M · 3.67%
Spca Serving Erie County NY$2.3M · 1.03%
Yeshivat Darche Eres Inc NY$2.1M · 0.56%
Kith Retail LLC NY$2.0M · 1.20%
The Buffalo Club NY$2.0M · 0.79%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 383988701 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.