How big is Callerready LLC's plan?

Callerready LLC's plan reported $165K in assets and 5 participants for 2024.

Original filing (PDF)20251015221841NAL0007395168001

Callerready LLC

Name: Callerready LLC — Callerready LLC Retirement Trust, Form 5500 (2024)
Creator: Callerready LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Callerready LLC Retirement Trust

401(k) retirement plan · Callerready LLC's Callerready LLC Retirement Trust held $165K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$165K

Net assets (EOY)

$165K

People on this filing

Joseph a Charlson signed Callerready LLC's 2024 Form 5500 as plan administrator.

Joseph a Charlson — 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

Callerready LLC's EIN is 27-3066912.

EIN 27-3066912

Plan number 001

Plan year 2024

ACK ID 20251015221841NAL0007395168001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Callerready LLC'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 CALLERREADY LLC.

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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