Plan Snapshot
- Plan Sponsor: Caliza LLC
- Sponsor EIN: 833991545
- Sponsor Address: 17 20TH STREET NORTH, SUITE 100, BIRMINGHAM, AL, 35203
- Plan Type: 401(k)
- Total Participants: 132
- Total Assets: $3.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 132 | $3.9M | $0 | $799,570 |
| 2023 | 165 | $3.8M | $0 | $1.1M |
| 2022 | 242 | $2.9M | $0 | $1.9M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — 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 | $5,794 | $3,042 | — | — | — |
| 2023 | $4,507 | $2,551 | — | — | — |
| 2022 | $7,786 | $7,768 | $18 | — | — |