# Calabrio, INC. 401(k) Plan
Source: https://planprovider.pro/companies/calabrio-inc-401k-plan

> Calabrio, INC.'s 401(k) plan: 310 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/cliftonlarsonallen-llp) — 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|—|—|

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