Plan Snapshot
- Plan Sponsor: Calhoun International, LLC
- Sponsor EIN: 203238421
- Sponsor Address: 22365 BRODERICK DR, STERLING, VA, 20166
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 94 | $5.6M | $306,140 | $713,013 |
| 2023 | 141 | $4.8M | $369,344 | $719,597 |
| 2022 | 107 | $3.8M | $400,183 | $750,593 |
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 |
|---|---|---|---|---|
| JP MORGAN SECURITIES LLC | Investment Advisor | $19,519 | — | $19,519 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $15,012 | — | $15,012 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JP MORGAN SECURITIES LLC — Investment Advisor
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,531
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 |
|---|---|---|---|---|---|
| 2025 | $699,418 | $13,084 | — | — | — |
| 2024 | $35,153 | $20,141 | — | — | — |
| 2023 | $11,738 | $4,210 | — | — | — |
| 2022 | $2,210 | — | — | — | — |