How big is The Calvert Street Group's plan?

The Calvert Street Group's plan reported $1.8M in assets and 42 participants for 2025.

Original filing (PDF)20260427090928NAL0013431696001

The Calvert Street Group

Name: The Calvert Street Group — The Calvert Street Group, Form 5500 (2025)
Creator: The Calvert Street Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Calvert Street Group 401(k) Plan

401(k) retirement plan · The Calvert Street Group's The Calvert Street Group 401(k) Plan held $1.8M in plan assets for 42 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Ted Townsend signed The Calvert Street Group's 2025 Form 5500 as plan administrator.

Ted Townsend — 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

The Calvert Street Group's EIN is 27-1247055.

EIN 27-1247055

Plan number 001

Plan year 2025

ACK ID 20260427090928NAL0013431696001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Calvert Street Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Calvert Street Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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