Plan Snapshot
- Plan Sponsor: Calvary Industries, INC.
- Sponsor EIN: 311127024
- Sponsor Address: 9233 SEWARD ROAD, FAIRFIELD, OH, 45014
- Plan Type: 401(k)
- Total Participants: 132
- Total Assets: $11.0M
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 | 132 | $11.0M | $303,299 | $892,281 |
| 2023 | 128 | $9.4M | $312,148 | $831,367 |
| 2022 | 128 | $7.6M | $292,025 | $773,045 |
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 |
|---|---|---|---|---|
| BARNES DENNIG | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BARNES DENNIG — 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 | $16,750 | — | $16,500 | — | — |
| 2023 | $26,101 | — | — | — | — |
| 2022 | $5,937 | — | — | — | $5,937 |