What public Form 5500 filings show about the Callais Capital Management, LLC 401(k) plan — and how to find and check your own account.
Callais Capital Management, LLC (EIN 47-2363990) reports CALLAIS CAPITAL MANAGEMENT, LLC 401(K) PLAN on its most recent Form 5500, with $154K in plan assets across 4 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 Callais Capital Management, LLC filing — schedules, fees, and providers.
Callais Capital Management, LLC’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 Callais Capital Management, LLCHR for the recordkeeper’s name and login.
