Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Kalaris Therapeutics
Kalaris Therapeutics 401(k)
- KLRS Nasdaq
- Professional, scientific, and technical services
- Waltham, MA
- EIN 83-1971007
- 1 plan with Schedule H financials
- Plan year 2024
- Kalaris Therapeutics, Inc.
- filed as Allovir Inc.
Administrative expenses excluding investment management, per participant · Allovir Inc. 401(k) Retirement Plan · plan year 2024
$10.67
Higher than 7% of the 14,713 plans $1 to 10M that report it.
Source
= $1,067 / 100
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251113133412NAL0001349281001, received 2025-11-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251113133412NAL0001349281001, received 2025-11-13
Percentiles compare this plan with the Schedule H plans $1 to 10M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-11-13.
Cost and contributions
Administrative expenses per participant
$10.67
Higher than 5% of the 15,210 plans $1 to 10M that report it.
Source
= $1,067 / 100
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251113133412NAL0001349281001, received 2025-11-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251113133412NAL0001349281001, received 2025-11-13
Administrative expenses as a share of assets
0.021%
Higher than 3% of the 15,243 plans $1 to 10M that report it.
Source
= $1,067 / $5,051,788
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251113133412NAL0001349281001, received 2025-11-13
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251113133412NAL0001349281001, received 2025-11-13
Employer contributions per participant
$1,400
Higher than 53% of the 13,342 plans $1 to 10M that report it.
Source
= $140,014 / 100
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251113133412NAL0001349281001, received 2025-11-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251113133412NAL0001349281001, received 2025-11-13
Employer share of total contributions
30.1%
Higher than 54% of the 13,370 plans $1 to 10M that report it.
Source
= $140,014 / $465,632
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251113133412NAL0001349281001, received 2025-11-13
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251113133412NAL0001349281001, received 2025-11-13
Plan terms, as stated in Kalaris Therapeutics, Inc.'s SEC filings
Plan terms are described in Kalaris Therapeutics, Inc.'s SEC filings: Form 10-K filed 2026-03-17. No term could be quoted from them with the required precision.
Plan features
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251113133412NAL0001349281001, received 2025-11-13
Full record, Allovir Inc. 401(k) Retirement Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | ALLOVIR INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251113133412NAL0001349281001, received 2025-11-13 |
| Plan name | ALLOVIR INC. 401(K) RETIREMENT PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251113133412NAL0001349281001, received 2025-11-13 |
| Sponsor EIN / plan number | 83-1971007 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251113133412NAL0001349281001, received 2025-11-13 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251113133412NAL0001349281001, received 2025-11-13 |
| Sponsor location | WALTHAM, MA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251113133412NAL0001349281001, received 2025-11-13 |
| Industry (business code) | 541700, Professional, scientific, and technical services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251113133412NAL0001349281001, received 2025-11-13 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251113133412NAL0001349281001, received 2025-11-13 |
| Filing received | 2025-11-13 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251113133412NAL0001349281001, received 2025-11-13 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251113133412NAL0001349281001, received 2025-11-13 |
| Amended filing | yes | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251113133412NAL0001349281001, received 2025-11-13 |
| Participants, beginning of year | 144 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251113133412NAL0001349281001, received 2025-11-13 |
| Active participants | 7 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251113133412NAL0001349281001, received 2025-11-13 |
| Participants, end of year | 100 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251113133412NAL0001349281001, received 2025-11-13 |
| Participants with an account balance | 100 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251113133412NAL0001349281001, received 2025-11-13 |
| Total assets, beginning of year | $10,149,337 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251113133412NAL0001349281001, received 2025-11-13 |
| Total assets, end of year | $5,051,788 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251113133412NAL0001349281001, received 2025-11-13 |
| Net assets, end of year | $5,051,788 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251113133412NAL0001349281001, received 2025-11-13 |
| Total income | $1,439,903 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251113133412NAL0001349281001, received 2025-11-13 |
| Net income | $-5,097,549 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251113133412NAL0001349281001, received 2025-11-13 |
| Employer contributions | $140,014 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251113133412NAL0001349281001, received 2025-11-13 |
| Participant contributions | $311,889 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251113133412NAL0001349281001, received 2025-11-13 |
| Other contributions (incl. rollovers) | $13,729 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251113133412NAL0001349281001, received 2025-11-13 |
| Total contributions | $465,632 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251113133412NAL0001349281001, received 2025-11-13 |
| Benefit payments | $6,512,136 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251113133412NAL0001349281001, received 2025-11-13 |
| Total expenses (incl. benefit payments) | $6,537,452 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251113133412NAL0001349281001, received 2025-11-13 |
| Total administrative expenses | $1,067 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251113133412NAL0001349281001, received 2025-11-13 |
| Administrative expenses excluding investment management | $1,067 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251113133412NAL0001349281001, received 2025-11-13 |
| Held in mutual funds | $5,021,922 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251113133412NAL0001349281001, received 2025-11-13 |
| Independent auditor | CBIZ CPAS P.C. | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251113133412NAL0001349281001, received 2025-11-13 |
Position = column in the DOL layout for form year 2024. Filing 20251113133412NAL0001349281001, received 2025-11-13.
Service providers paid directly by the plan
No Schedule C line 2 providers are listed on this filing.
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251113133412NAL0001349281001, received 2025-11-13.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $10,149,337 | $5,051,788 | -50.2% |
| Participants with a balance | 140 | 100 | -28.6% |
| Administrative expenses | $5,907 | $1,067 | -81.9% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $737,039 | $140,014 | -81.0% |
Prior filing 20241015100346NAL0055488386001, received 2024-10-15; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: ALLOVIR INC.; SEC registrant: Kalaris Therapeutics, Inc. (CIK 1754068, matched by EIN; display name from the Form 10-K cover).