How big is CALM, Inc.'s plan?

CALM, Inc.'s plan reported $4.7M in assets and 88 participants for 2024.

Original filing (PDF)20251014220301NAL0003655153001

CALM, Inc.

Name: CALM, Inc. — 403(b) Thrift Plan of CALM, Inc., Form 5500 (2024)
Creator: CALM, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

403(b) Thrift Plan of CALM, Inc.

Defined-contribution retirement plan · CALM, Inc.'s 403(b) Thrift Plan of CALM, Inc. held $4.7M in plan assets for 88 participants in 2024.

Active participants

Accounts w/ balance

100

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

People on this filing

Whitney Manning signed CALM, Inc.'s 2024 Form 5500 as plan administrator.

Whitney Manning — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

CALM, Inc.'s EIN is 23-7097910.

EIN 23-7097910

Plan number 001

Plan year 2024

ACK ID 20251014220301NAL0003655153001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CALM, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CALM, Inc.'s plan includes ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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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.

Plan sponsor

Name

CALM, INC.

EIN

all filings

Address

1236 CHAPALA ST · SANTA BARBARA, CA · 931013116

Phone

(805) 965-2376

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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