Plan Snapshot
- Plan Sponsor: Caelum Research Corporation
- Sponsor EIN: 521512616
- Sponsor Address: 7361 CALHOUN PLACE, ROCKVILLE, MD, 20855
- Plan Type: 401(k)
- Total Participants: 262
- Total Assets: $10.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 262 | $10.8M | $126,927 | $604,262 |
| 2023 | 244 | $10.9M | $154,201 | $791,993 |
| 2022 | 296 | $9.5M | $117,763 | $618,883 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| WEYRICH,CRONIN & SORRA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEYRICH,CRONIN & SORRA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $38,421 | $33,909 | $4,512 | — | — |
| 2023 | $37,586 | $15,535 | $22,051 | — | — |
| 2022 | $54,457 | $29,316 | $5,134 | — | — |