· 2022–2024 · DOL EFAST2

Kathleen Calderone — Calderone School of Music, Form 5500 (2024)

Original filing (PDF)20250428204131NAL0020405840001

Kathleen Calderone

Form 5500-SF

FILING_RECEIVED

Calderone School of Music 401(k) Plan

401(k) retirement plan · Kathleen Calderone's Calderone School of Music 401(k) Plan held $138K in plan assets for 11 participants in 2024.

Active participants

11

Accounts w/ balance

4

Plan assets (EOY)

$138K

Net assets (EOY)

$138K

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

50

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th 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 KATHLEEN CALDERONE.

Plan sponsor

Name

KATHLEEN CALDERONE

DBA

CALDERONE SCHOOL OF MUSIC

EIN

22-2680660all filings

Address

59 TANGLEWOOD DRIVE · EAST HANOVER, NJ · 07936

Phone

(973) 887-3405

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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