Plan Snapshot
- Plan Sponsor: Calvert Systems Engineering, INC.
- Sponsor EIN: 203409484
- Sponsor Address: 3906 RAYNOR PARKWAY, BELLEVUE, NE, 68123
- Plan Type: 401(k)
- Total Participants: 130
- Total Assets: $19.5M
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 | 130 | $19.5M | $563,814 | $1.7M |
| 2023 | 131 | $17.7M | $521,663 | $1.5M |
| 2022 | 119 | $14.4M | $475,421 | $1.4M |
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 |
|---|---|---|---|---|
| LUTZ AND COMPANY, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LUTZ AND COMPANY, PC — 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 | $36,772 | $33,873 | $2,899 | — | — |
| 2023 | $32,363 | $29,900 | $2,463 | — | — |
| 2022 | $36,824 | $34,747 | $2,077 | — | — |