# Callibrity Solutions, LLC 401(k) Plan
Source: https://planprovider.pro/companies/callibrity-solutions-llc-401k-plan

> Callibrity Solutions, LLC's 401(k) plan: 104 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Callibrity Solutions, LLC

- **Sponsor EIN:** 208677704

- **Sponsor Address:** 8280 MONTGOMERY RD, CINCINNATI, OH, 45236

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

- **Total Participants:** 104

- **Total Assets:** $10.5M

## 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|104|$10.5M|$623,641|$1.4M|

| 2023|111|$8.2M|$1.1M|$1.3M|

| 2022|135|$5.6M|$606,807|$1.0M|

## 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|

| DEAN DORTON ALLEN FORD PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [DEAN DORTON ALLEN FORD PLLC](https://planprovider.pro/provider/dean-dorton-allen-ford-pllc) — 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|$11,788|—|—|—|—|

| 2023|$18,070|$16,070|$650|—|—|

| 2022|—|—|—|—|—|

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