How big is Calder Investment Advisors' plan?

Calder Investment Advisors' plan reported $2.0M in assets and 7 participants for 2024.

Original filing (PDF)20250702104234NAL0032701506001

Calder Investment Advisors

Name: Calder Investment Advisors — Calder Investment, Form 5500 (2024)
Creator: Calder Investment Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Calder Investment Advisors 401(k) Plan

401(k) retirement plan · Calder Investment Advisors' Calder Investment Advisors 401(k) Plan held $2.0M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

Calder Investment Advisors' EIN is 20-8946974.

EIN 20-8946974

Plan number 001

Plan year 2024

ACK ID 20250702104234NAL0032701506001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Calder Investment Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Calder Investment Advisors' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CALDER INVESTMENT ADVISORS.

Finding similar companies…

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