Plan Snapshot
- Plan Sponsor: Calibre Cpa Group, PLLC
- Sponsor EIN: 470900880
- Sponsor Address: 7501 WISCONSIN AVENUE SUITE 1200W, BETHESDA, MD, 20814
- Plan Type: 401(k)
- Total Participants: 202
- Total Assets: $49.8M
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 | 202 | $49.8M | $1.1M | $1.9M |
| 2023 | 195 | $46.2M | $1.1M | $2.0M |
| 2022 | 205 | $38.5M | $1.0M | $1.8M |
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 |
|---|---|---|---|---|
| GORFINE, SCHILLER & GARDYN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GORFINE, SCHILLER & GARDYN — 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 | $89,413 | $71,661 | — | — | — |
| 2023 | $142,180 | $5,514 | — | — | — |
| 2022 | $124,293 | $109,548 | $14,745 | — | — |