Plan Snapshot
- Plan Sponsor: Calumet Gp, LLC
- Sponsor EIN: 364579817
- Sponsor Address: 1060 N CAPITOL AVE, INDIANAPOLIS, IN, 46204
- Plan Type: 401(k)
- Total Participants: 1,725
- Total Assets: $307.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 1,725 | $307.0M | $7.8M | $14.6M |
| 2023 | 1,555 | $275.3M | $8.0M | $14.5M |
| 2022 | 1,529 | $233.1M | $7.2M | $13.1M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $46,634 | — | $46,634 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $46,314 | — | $46,314 |
| KATZ, SAPPER & MILLER, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- KATZ, SAPPER & MILLER, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $92,948
- Estimated Expense Ratio: 0.030% 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 | $92,660 | $46,314 | $900 | — | — |
| 2023 | $32,929 | $28,438 | $2,100 | — | — |
| 2022 | $114,750 | $14,334 | — | — | — |