# Calcium + Company, LLC 401(k) Plan
Source: https://planprovider.pro/companies/calcium-usa-llc-401k-plan

> Calcium + Company, LLC's 401(k) plan: 125 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Calcium + Company, LLC

- **Sponsor EIN:** 464352686

- **Sponsor Address:** 601 WALNUT STREET, SUITE 250, PHILADELPHIA, PA, 19106

- **Plan Type:** 401(k)

- **Total Participants:** 125

- **Total Assets:** $11.7M

## 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|125|$11.7M|$584,090|$1.2M|

| 2023|108|$8.5M|$594,362|$1.1M|

| 2022|94|$6.0M|$520,319|$881,690|

## 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 O|RECORDKEEPER|$61,482|—|$61,482|

| MORGAN STANLEY|INVESTMENT ADVISOR|$29,081|—|$29,081|

| CROWE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORGAN STANLEY](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $90,563

- **Estimated Expense Ratio:** 0.772% 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|$61,553|—|$61,553|—|—|

| 2023|$4,991|—|$4,991|—|—|

| 2022|-$3,851|—|—|—|-$3,851|

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