# Callfire, INC. 401(k) Plan
Source: https://planprovider.pro/companies/callfire-inc-401k-plan

> Callfire, INC.'s 401(k) plan: 73 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Callfire, INC.

- **Sponsor EIN:** 861122837

- **Sponsor Address:** 548 MARKET ST, SAN FRANCISCO, CA, 94104

- **Plan Type:** 401(k)

- **Total Participants:** 73

- **Total Assets:** $7.6M

## 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|73|$7.6M|$0|$761,215|

| 2023|75|$5.6M|$0|$802,762|

| 2022|82|$4.0M|$0|$782,851|

## 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|

| WORLD INVESTMENT ADVISORS LLC|ADVISOR|$15,840|—|$15,840|

| WALTERS & ASSOCIATES, CPAS|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $15,840

- **Estimated Expense Ratio:** 0.209% 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|$18,938|$18,744|—|—|—|

| 2023|$14,969|$12,921|—|—|—|

| 2022|$6,348|$1,056|—|—|—|

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