How big is Campbell Asset Management, LLC's plan?

Campbell Asset Management, LLC's plan reported $1.2M in assets and 2 participants for 2024.

Original filing (PDF)20251014124756NAL0002801537001

Campbell Asset Management, LLC

Name: Campbell Asset Management, LLC — Campbell Asset, Form 5500 (2024)
Creator: Campbell Asset Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Campbell Asset Management, LLC 401(k) Plan

401(k) retirement plan · Campbell Asset Management, LLC's Campbell Asset Management, LLC 401(k) Plan held $1.2M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Campbell Asset Management, LLC's EIN is 13-4233774.

EIN 13-4233774

Plan number 001

Plan year 2024

ACK ID 20251014124756NAL0002801537001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Campbell Asset Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Campbell Asset Management, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAMPBELL ASSET MANAGEMENT, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

CAMPBELL ASSET MANAGEMENT, LLC

EIN

all filings

Address

301 FOREST AVENUE · CHATTANOOGA, TN · 37405

Phone

(423) 265-7931

Industry

Finance & Insurance

Plan administrator