Plan Snapshot
- Plan Sponsor: Calzedonia Usa, INC.
- Sponsor EIN: 383988701
- Sponsor Address: 350 5TH AVE, NEW YORK, NY, 10118
- Plan Type: 401(k)
- Total Participants: 444
- Total Assets: $2.1M
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. |
|---|---|---|---|---|
| 2024 | 444 | $2.1M | $227,882 | $384,873 |
| 2023 | 490 | $1.5M | $202,298 | $353,110 |
| 2022 | 399 | $1.0M | $141,555 | $272,962 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $40,233 | — | $40,233 |
| ALLIANT INSURANCE SERVICES, INC. | CONTRACT ADMINISTRATOR | $22,534 | $6,328 | $28,862 |
| LILLING & COMPANY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LILLING & COMPANY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $69,095
- Estimated Expense Ratio: 3.288% 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 | $62,772 | — | $62,772 | — | — |
| 2023 | $47,141 | — | $47,141 | — | — |
| 2022 | $33,792 | — | $33,792 | — | — |