· 2022–2024 · DOL EFAST2

CALAMAR MANAGEMENT GROUP, LLC — CALAMAR MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2022)

Original filing (PDF)20231016174233NAL0077482226001

CALAMAR MANAGEMENT GROUP, LLC

Form 5500-SF

FILING_RECEIVED

CALAMAR MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

84

Accounts w/ balance

28

Plan assets (EOY)

$529K

Net assets (EOY)

$529K

Plan health score

Above-average plan

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

40

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

CALAMAR MANAGEMENT GROUP, LLC

EIN

20-1046107all filings

Address

3949 FOREST PARKWAY · SUITE 100 · WHEATFIELD, NY · 14120

Phone

(716) 693-0006

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-16

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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