Plan Snapshot
- Plan Sponsor: Calendar Holdings LLC
- Sponsor EIN: 264144504
- Sponsor Address: 6411 BURLESON ROAD, AUSTIN, TX, 78744
- Plan Type: 401(k)
- Total Participants: 358
- Total Assets: $19.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 358 | $19.9M | $384,317 | $818,254 |
| 2023 | 434 | $16.8M | $360,653 | $755,880 |
| 2022 | 370 | $14.1M | $368,177 | $796,569 |
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 |
|---|---|---|---|---|
| KIMBERLIN COMPANY, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KIMBERLIN COMPANY, PLLC — 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 | $46,556 | — | $46,556 | — | — |
| 2023 | $29,128 | — | $18,017 | — | — |
| 2022 | $32,241 | — | — | — | $32,241 |