Plan Snapshot
- Plan Sponsor: Calsigi LLC Dba Strat Info Group
- Sponsor EIN: 273139387
- Sponsor Address: P.O.BOX 10910, ROCK HILL, SC, 29731
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 136
- Total Assets: $18.6M
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. |
|---|---|---|---|---|
| 2025 | 136 | $18.6M | $0 | $0 |
| 2024 | 102 | $14.2M | $134,393 | $1.4M |
| 2023 | 112 | $12.6M | $61,642 | $1.3M |
| 2022 | 93 | $11.0M | $69,365 | $1.3M |
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 |
|---|---|---|---|---|
| ADP BROKER-DEALER | Recordkeeper | $25,842 | — | $25,842 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,842
- Estimated Expense Ratio: 0.139% 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 |
|---|---|---|---|---|---|
| 2025 | $1,795,950 | $18,506 | — | — | — |
| 2024 | $24,210 | $106 | — | — | — |
| 2023 | $1,972,412 | — | — | — | — |
| 2022 | $51,890 | — | — | — | — |