Plan Snapshot
- Plan Sponsor: Felix F. Callari, INC.
- Sponsor EIN: 060810760
- Sponsor Address: 140 LEDGE ROAD, DARIEN, CT, 06820
- Plan Type: 401(k)
- Total Participants: 115
- Total Assets: $12.2M
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 | 115 | $12.2M | $77,866 | $607,784 |
| 2023 | 119 | $11.4M | $73,536 | $575,592 |
| 2022 | 176 | $10.3M | $75,272 | $610,652 |
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 |
|---|---|---|---|---|
| PRIVATE ADVISOR GROUP, LLC | Investment Advisor | — | $33,103 | $33,103 |
| PENSION CONSULTANTS, INC. | Recordkeeper | $11,755 | — | $11,755 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION CONSULTANTS, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $44,858
- Estimated Expense Ratio: 0.367% 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 | $69,207 | $33,103 | $25,759 | — | — |
| 2023 | $71,802 | $30,015 | $30,474 | — | — |
| 2022 | $77,425 | — | — | — | $77,425 |