Plan Snapshot
- Plan Sponsor: Calvary Design Team, INC. Dba Calvary Robotics
- Sponsor EIN: 061468155
- Sponsor Address: 855 PUBLISHERS PARKWAY, WEBSTER, NY, 14580
- Plan Type: 401(k)
- Total Participants: 233
- Total Assets: $39.8M
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 | 233 | $39.8M | $619,178 | $2.6M |
| 2023 | 290 | $36.3M | $657,879 | $2.7M |
| 2022 | 283 | $31.9M | $527,638 | $2.4M |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | Investment Advisor | $63,191 | — | $63,191 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $27,403 | — | $27,403 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC — Investment Advisor
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $90,594
- Estimated Expense Ratio: 0.227% 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 | $90,594 | $63,191 | — | — | — |
| 2023 | $98,191 | $61,350 | — | $12,000 | — |
| 2022 | $98,846 | — | — | — | — |