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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

CALAMITA WEALTH MANAGEMENT INC. 401(k) Plan

What public Form 5500 filings show about the CALAMITA WEALTH MANAGEMENT INC. 401(k) plan — and how to find and check your own account.

Plan assets
$910K
Participants
2
Plans on file
1

The CALAMITA WEALTH MANAGEMENT INC. 401(k) on its latest Form 5500

CALAMITA WEALTH MANAGEMENT INC. (EIN 27-2128312) reports CALAMITA WEALTH MANAGEMENT ROTH 401(K) PLAN on its most recent Form 5500, with $910K in plan assets across 2 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full CALAMITA WEALTH MANAGEMENT INC. filing — schedules, fees, and providers.

Who runs the CALAMITA WEALTH MANAGEMENT INC. 401(k)?

CALAMITA WEALTH MANAGEMENT INC.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask CALAMITA WEALTH MANAGEMENT INC.HR for the recordkeeper’s name and login.

How to check your CALAMITA WEALTH MANAGEMENT INC. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask CALAMITA WEALTH MANAGEMENT INC. HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: CALAMITA WEALTH MANAGEMENT INC. — all Form 5500 filings (EIN 27-2128312) · North Carolina employer EIN lookup · Form 5500 search
CALAMITA WEALTH MANAGEMENT INC. 401(k) Plan — Form 5500