# Calendly, LLC 401(k) Plan
Source: https://planprovider.pro/companies/calendly-llc-401k-plan

> Calendly, LLC's 401(k) plan: 532 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Calendly, LLC

- **Sponsor EIN:** 272763491

- **Sponsor Address:** 115 E MAIN STREET, BUFORD, GA, 30518

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

- **Total Participants:** 532

- **Total Assets:** $39.3M

## 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|532|$39.3M|$3.4M|$6.9M|

| 2023|584|$27.3M|$3.5M|$7.2M|

| 2022|635|$14.0M|$1.8M|$4.6M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$80,979|—|$80,979|

| STRATEGIC ADVISORS, INC.|ADVISOR|$7,382|—|$7,382|

| JOHNSON O'CONNOR FERON & CARUCCI|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $88,361

- **Estimated Expense Ratio:** 0.225% 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|$88,361|$7,382|—|—|—|

| 2023|$59,522|$5,156|—|—|—|

| 2022|$18,313|$153|—|—|—|

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