Plan Snapshot
- Plan Sponsor: Calibre Systems, INC.
- Sponsor EIN: 521602142
- Sponsor Address: 6354 WALKER LANE, ALEXANDRIA, VA, 223103252
- Plan Type: 401(k)
- Total Participants: 599
- Total Assets: $114.7M
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 | 599 | $114.7M | $1.1M | $4.2M |
| 2023 | 627 | $107.2M | $2.0M | $4.6M |
| 2022 | 701 | $91.9M | $2.0M | $4.5M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $177,562 | $893 | $178,455 |
| CREATIVE PLANNING | Investment Advisor | — | $42,279 | $42,279 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $220,734
- Estimated Expense Ratio: 0.192% 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 | $177,562 | — | $177,562 | — | — |
| 2023 | $154,942 | — | $154,942 | — | — |
| 2022 | $154,662 | — | $154,662 | — | — |