Callibrity Solutions 401(k) match, vesting and fees
What Callibrity Solutions' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Benefits Administrators LLC | Schedule C ↗ |
| Independent auditor | Dean Dorton Allen Ford PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 3,569 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Callibrity Solutions: employer contribution per participant | $4,534 | |
| Peer median | $2,719 |
| Callibrity Solutions: average balance | $105,252 | |
| Peer median | $85,424 |
| Callibrity Solutions: admin expenses ÷ assets | 0.27% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $5.1M at the end of plan year 2021 to $13.2M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 129 | $13.2M | $567K | $4,534 | 0.27% | Not published | Form 5500 ↗ |
| 2024 | 142 | $10.5M | $624K | $4,423 | 0.13% | Not published | Form 5500 ↗ |
| 2023 | 142 | $8.2M | $1.1M | $7,858 | 0.26% | Not published | Form 5500 ↗ |
| 2022 | 139 | $5.6M | $607K | $4,495 | 0.40% | Not published | 5500-SF ↗ |
| 2021 | 102 | $5.1M | $323K | $3,227 | 0.21% | Not published | 5500-SF ↗ |
Common questions
Does Callibrity Solutions match 401(k) contributions?
The match terms for the Callibrity Solutions 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $567K in employer contributions, about $4,534 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Callibrity Solutions 401(k) match vested?
The vesting schedule for the Callibrity Solutions 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Callibrity Solutions 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Benefits Administrators LLC. The plan administrator is Callibrity Solutions, LLC.
I left Callibrity Solutions. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Callibrity Solutions, LLC, (513) 745-0320) or the recordkeeper, Benefits Administrators LLC. The Callibrity Solutions old 401(k) page lists the contacts from every plan filing. Find an old Callibrity Solutions 401(k)
Data from the public Form 5500 annual reports Callibrity Solutions filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Callibrity Solutions. Not financial advice. Report a correction · Methodology