Callisons 401(k) match, vesting and fees
What Callisons' 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 | Usi Consulting Group | Schedule C ↗ |
| Independent auditor | Clark Nuber, Ps (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 595 defined-contribution plans in agriculture, forestry, fishing and hunting with 100 to 499 participants.
| Callisons: employer contribution per participant | $4,522 | |
| Peer median | $1,917 |
| Callisons: average balance | $195,204 | |
| Peer median | $58,404 |
| Callisons: admin expenses ÷ assets | 0.07% | |
| Peer median | 0.38% |
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 $26M at the end of plan year 2021 to $31.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 172 | $31.2M | $724K | $4,522 | 0.07% | Not published | Form 5500 ↗ |
| 2023 | 160 | $27.2M | $728K | $4,551 | 0.04% | Not published | Form 5500 ↗ |
| 2022 | 157 | $22.8M | $659K | $4,200 | 0.04% | Not published | Form 5500 ↗ |
| 2021 | 144 | $26M | $592K | $4,623 | 0.04% | Not published | Form 5500 ↗ |
Common questions
Does Callisons match 401(k) contributions?
The match terms for the Callisons, Inc. Employee Incentive Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $724K in employer contributions, about $4,522 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Callisons 401(k) match vested?
The vesting schedule for the Callisons, Inc. Employee Incentive Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Callisons 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Usi Consulting Group. The plan administrator is Callisons, Inc..
I left Callisons. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Callisons, Inc., (360) 412-3340) or the recordkeeper, Usi Consulting Group. The Callisons old 401(k) page lists the contacts from every plan filing. Find an old Callisons 401(k)
Data from the public Form 5500 annual reports Callisons filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) 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 Callisons. Not financial advice. Report a correction · Methodology