Plan Ledger DOL Form 5500 · updated monthly

Frank Calandra, Inc.401(k)

FCI AND CALANDRA GROUP 401(K) & PROFIT SHARING PLAN · PITTSBURGH, PA · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Frank Calandra, Inc. reported $255,657 in plan administrative expenses for 2024: 0.14% of average plan assets, above the peer median. Employer contributions averaged $2,470 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 0.13% to 0.14%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 287th-largest of 3,651 plans among Pennsylvania employers on file, and the 1,175th of 13,661 in manufacturing. In 2024, employees put in $1.09 for every $1.00 the employer contributed; active participation has shrunk from 4,726 to 3,632 since 2022.

Plan summary
Net assets, end of year$196,128,675
Participants with balances2,113
Active participants3,632
Employer contributions$8,969,808
Employee contributions$9,762,626
Employer contribution per active participant$2,470
Average account balance$92,820
Benefits paid to participants$16,221,079
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$196.1M · 2,113 accts · $9.0M emplr
2023$167.2M · 1,906 accts · $7.7M emplr
2022$135.1M · 1,473 accts · $4.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$212,776
Investment management$42,881
Total administrative$255,657
The Frank Calandra, Inc. 401(k) match · 2024
Employer contribution per active participant$2,470
Median for plans this size$3,635
2024$2,470 per active participant
2023$2,208 per active participant
2022$844 per active participant

Frank Calandra, Inc.'s 2024 employer contribution ran below the $3,635 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$211,538
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$42,881

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$255,657 · 0.14%
2023$183,907 · 0.12%
2022$195,105 · 0.13%
Same employer
Similar plansManufacturing · Pennsylvania
Koppers Inc. PA$218.9M · 0.07%
Restek Corporation PA$216.2M · 0.06%
Hitachi Rail Sts USA, Inc. PA$205.1M · 0.16%
Packaging Coordinators Inc. PA$188.1M · 0.22%
Arlanxeo USA LLC PA$187.9M · 0.06%
Monroe Energy, LLC PA$186.4M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 250998292 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.