Plan Snapshot
- Plan Sponsor: Calabrio, INC.
- Sponsor EIN: 260874583
- Sponsor Address: 241 NORTH 5TH AVENUE, MINNEAPOLIS, MN, 55401
- Plan Type: 401(k)
- Total Participants: 310
- Total Assets: $38.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 310 | $38.4M | $1.2M | $3.5M |
| 2023 | 328 | $34.6M | $1.3M | $4.0M |
| 2022 | 418 | $28.6M | $1.5M | $4.5M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $69,826 | — | $69,826 |
| RBC CAPITAL MARKETS LLC | INVESTMENT ADVISOR | $67,990 | — | $67,990 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $13,157 | — | $13,157 |
| CLIFTON LARSON ALLEN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTON LARSON ALLEN — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $150,973
- Estimated Expense Ratio: 0.393% of plan assets
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 | $150,973 | $81,147 | — | — | — |
| 2023 | $137,039 | $72,674 | — | — | — |
| 2022 | $132,484 | — | $132,484 | — | — |