Plan Snapshot
- Plan Sponsor: Caloris Engineering, LLC
- Sponsor EIN: 465314897
- Sponsor Address: 29516 CANVASBACK DRIVE, EASTON, MD, 21601
- Plan Type: 401(k)
- Total Participants: 61
- Total Assets: $6.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 61 | $6.5M | $153,167 | $525,896 |
| 2023 | 70 | $5.6M | $160,063 | $539,458 |
| 2022 | 66 | $4.2M | $138,927 | $470,361 |