Plan Snapshot
- Plan Sponsor: Calimira, LLC
- Sponsor EIN: 020537431
- Sponsor Address: 390 W. NATIONWIDE BOULEVARD, COLUMBUS, OH, 43215
- Plan Type: 401(k)
- Total Participants: 811
- Total Assets: $3.0M
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 | 811 | $3.0M | $143,152 | $224,271 |
| 2023 | 888 | $2.6M | $151,325 | $234,717 |
| 2022 | 881 | $1.9M | $146,151 | $227,388 |
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 |
|---|---|---|---|---|
| GBQ PARTNERS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GBQ PARTNERS, LLC — 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 | $14,751 | $1,616 | — | — | — |
| 2023 | $20,522 | $4,575 | — | — | — |
| 2022 | $17,905 | — | $17,905 | — | — |