Retirement plan

CALCIUM PRODUCTS INC. RETIREMENT SAVINGS PLAN

Name: CALCIUM PRODUCTS INC. - CALCIUM PRODUCTS INC. RETIREMENT SAVINGS PLAN (2024) Form 5500
Creator: CALCIUM PRODUCTS INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CALCIUM PRODUCTS INC. RETIREMENT SAVINGS PLAN, CALCIUM PRODUCTS INC.

CALCIUM PRODUCTS INC.EIN 42-1300275Plan #001PY 2024

ISU RESEARCH PARK, 2520 N. LOOP DRIVE, #7100 - AMES, IA 50010800-255-8196calciumproducts.comLinkedIn51-200 employeesfarming

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$6.8M

+28.8% from 2023

Total participants

157

+0.6% from 2023

Average account balance

$44,546

+29.7% from 2023

Annual return

14.85%

-3.46 pp from 2023

Benchmarks

See 269 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants100-249

Cohort269 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$6.77M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$45K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

152

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

95.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.02M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.85%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$200

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 4 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE2 years Filed as: EDWARD D JONES & COMPANY Service code 27 · EIN 43-0345811	Advisory (Plan)	$14,985
TRANSAMERICA RETIREMENT SOLUTIONS2 years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781	Recordkeeping	$5,558
SUPERIORUSA CORPORATION2 years Service code 15 · EIN 41-1913603	Recordkeeping	$2,530
MESIROW FINANCIAL INVESTMENT MANAGE2 years Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849	Advisory (Plan)	$1,238

Plan features & details

Pension benefit codes2E2J2K2F2G3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$30K

$258 / participant

Other trustee fees$30K100.0%

% of EOY assets

0.450%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: UHY LLP
Auditor EIN: 200694403
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$44,546

$79,700-44.1%

$153,476-71.0%

$74,400-40.1%

Participation rate

95.8%

69.8%+25.9pp

77.1%+18.7pp

67.2%+28.6pp

Annual return

14.85%

15.07%-0.2pp

15.66%-0.8pp

1367.51%-1352.7pp

Employer contribution / active EE

$2,885

$4,016-28.2%

$5,038-42.7%

$2,624+9.9%

Participant deferral / active EE

$5,798

$5,315+9.1%

$6,759-14.2%

$4,348+33.3%

Admin fee / account holder

$200

$1,790-88.8%

$12,729-98.4%

$1,944-89.7%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE2 years

Filed as: EDWARD D JONES & COMPANY

Service code 27 · EIN 43-0345811

Advisory (Plan)

$14,985

TRANSAMERICA RETIREMENT SOLUTIONS2 years

Filed as: TRANSAMERICA LIFE INSURANCE COMPANY

Service code 15 · EIN 39-0989781

Recordkeeping

$5,558

SUPERIORUSA CORPORATION2 years

Service code 15 · EIN 41-1913603

Recordkeeping

$2,530

MESIROW FINANCIAL INVESTMENT MANAGE2 years

Filed as: MESIROW FINANCIAL, INC.

Service code 27 · EIN 36-3194849

Advisory (Plan)

$1,238

CALCIUM PRODUCTS INC. RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CALCIUM PRODUCTS INC. RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion